Kcoe Isom, LLP
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 Kcoe Isom, LLP audit?
Kcoe Isom, LLP was the independent auditor for 70 retirement plan filings (76 audited filings including welfare plans) in plan year 2024, with clients in 11 states and territories — the #152 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 94-2222122 |
| Retirement plan audits (401(k), 403(b), pension) | 70 |
| All audited filings (incl. welfare plans) | 76 |
| States and territories with clients | 11 |
| National rank by retirement plan volume | #152 of 3,956 |
| National rank, all audited filings (league-table basis) | #154 of 4,052 |
| Average client size (participants) | 679 |
| Largest client (participants) | 3,918 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Kcoe Isom, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Montana | 25 | 35.7% |
| Kansas | 19 | 27.1% |
| California | 17 | 24.3% |
| Nebraska | 2 | 2.9% |
| Arkansas | 1 | 1.4% |
| Colorado | 1 | 1.4% |
| Georgia | 1 | 1.4% |
| North Dakota | 1 | 1.4% |
| New Jersey | 1 | 1.4% |
| Oregon | 1 | 1.4% |
| Virginia | 1 | 1.4% |
Largest concentration: Montana (25 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Kcoe Isom, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 70 | 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 Kcoe Isom, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Ruiz Food Products, Inc | CA | 3,918 |
| Consumer Direct Management Solutions | MT | 3,816 |
| Blue Beacon, Inc. | KS | 3,799 |
| Great Plains Manufacturing, Incorporated | KS | 2,977 |
| Jre Holdings, Inc. | VA | 2,336 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Kcoe Isom, LLP (EIN 94-2222122) is named as the plan’s independent qualified public accountant. Kcoe Isom, LLP 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.