Kellog and Kellog, P.C.

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 Kellog and Kellog, P.C. audit?

Kellog and Kellog, P.C. was the independent auditor for 3 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,798 practice nationally by volume.

Practice at a glance

Kellog and Kellog, P.C.: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)75-2962352
Retirement plan audits (401(k), 403(b), pension)3
All audited filings (incl. welfare plans)3
States and territories with clients2
National rank by retirement plan volume#1,798 of 3,956
National rank, all audited filings (league-table basis)#1,916 of 4,052
Average client size (participants)190
Largest client (participants)196

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

Where does Kellog and Kellog, P.C. audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Oklahoma266.7%
Connecticut133.3%

Largest concentration: Oklahoma (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Kellog and Kellog, P.C. issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)3100.0%
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 Kellog and Kellog, P.C.

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Midstate Bancorp, Inc.OK196
USA Gateway Inc.CT186

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Kellog and Kellog, P.C. (EIN 75-2962352) is named as the plan’s independent qualified public accountant. Kellog and Kellog, P.C. 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.