Jorge Rodriguez, CPA

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 Jorge Rodriguez, CPA audit?

Jorge Rodriguez, CPA was the independent auditor for 1 retirement plan filing in plan year 2024, with clients in 1 state — the #3,205 practice nationally by volume.

Practice at a glance

Jorge Rodriguez, CPA: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)66-0855392
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)1
States and territories with clients1
National rank by retirement plan volume#3,205 of 3,956
National rank, all audited filings (league-table basis)#3,591 of 4,052
Average client size (participants)457
Largest client (participants)457

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does Jorge Rodriguez, CPA audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Puerto Rico1100.0%

Largest concentration: Puerto Rico (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Jorge Rodriguez, CPA issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

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 Jorge Rodriguez, CPA

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Boys & Girls Clubs of Puerto RicoPR457

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Jorge Rodriguez, CPA (EIN 66-0855392) is named as the plan’s independent qualified public accountant. Jorge Rodriguez, CPA 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.