HW&Co
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does HW&Co audit?
HW&Co was the independent auditor for 6 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,197 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 34-1663157 |
| Retirement plan audits (401(k), 403(b), pension) | 6 |
| All audited filings (incl. welfare plans) | 6 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #1,197 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,220 of 4,052 |
| Average client size (participants) | 2,846 |
| Largest client (participants) | 8,356 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does HW&Co audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Ohio | 4 | 66.7% |
| California | 2 | 33.3% |
Largest concentration: Ohio (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does HW&Co issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 6 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by HW&Co
| Plan sponsor | State | Participants |
|---|---|---|
| Sun Mar Healthcare | CA | 8,356 |
| Viaquest, Inc. | OH | 2,912 |
| Coleman Professional Services Inc. | OH | 1,018 |
| Brethren Care Management Services LLC | OH | 320 |
| Gentlebrook | OH | 315 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which HW&Co (EIN 34-1663157) is named as the plan’s independent qualified public accountant. HW&Co did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.