KBST&M

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 KBST&M audit?

KBST&M was the independent auditor for 4 retirement plan filings in plan year 2024, with clients in 1 state — the #1,524 practice nationally by volume.

Practice at a glance

KBST&M: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)55-2136541
Retirement plan audits (401(k), 403(b), pension)4
All audited filings (incl. welfare plans)4
States and territories with clients1
National rank by retirement plan volume#1,524 of 3,956
National rank, all audited filings (league-table basis)#1,583 of 4,052
Average client size (participants)406
Largest client (participants)612

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

Where does KBST&M audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Maryland4100.0%

Largest concentration: Maryland (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does KBST&M issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)4100.0%
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 KBST&M

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Hillis-Carnes Engineering Associates, Inc.MD612
Hillis-Carnes Engineering Associates, Inc. EsopMD579
Mount Vernon Mansion, LLCMD225
Alko Distributors, Inc.MD206

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which KBST&M (EIN 55-2136541) is named as the plan’s independent qualified public accountant. KBST&M 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.