Karren, Hendrix, Stagg, Allen & 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 Karren, Hendrix, Stagg, Allen & Co audit?
Karren, Hendrix, Stagg, Allen & Co was the independent auditor for 5 retirement plan filings in plan year 2024, with clients in 3 states and territories — the #1,334 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 87-0470666 |
| Retirement plan audits (401(k), 403(b), pension) | 5 |
| All audited filings (incl. welfare plans) | 5 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #1,334 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,437 of 4,052 |
| Average client size (participants) | 695 |
| Largest client (participants) | 1,541 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Karren, Hendrix, Stagg, Allen & Co audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Utah | 3 | 60.0% |
| Nevada | 1 | 20.0% |
| Texas | 1 | 20.0% |
Largest concentration: Utah (3 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Karren, Hendrix, Stagg, Allen & Co issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 5 | 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 Karren, Hendrix, Stagg, Allen & Co
| Plan sponsor | State | Participants |
|---|---|---|
| Tanner Memorial Clinic | UT | 1,541 |
| ML Healthcare Management LLC | TX | 706 |
| Desert Orthopaedic Center | NV | 491 |
| Centro de la Familia de Utah | UT | 401 |
| Parasol Group, Inc. | UT | 336 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Karren, Hendrix, Stagg, Allen & Co (EIN 87-0470666) is named as the plan’s independent qualified public accountant. Karren, Hendrix, Stagg, Allen & 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.