Kelly Welde & Co., CPA's

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 Kelly Welde & Co., CPA's audit?

Kelly Welde & Co., CPA's was the independent auditor for 3 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,799 practice nationally by volume.

Practice at a glance

Kelly Welde & Co., CPA's: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)81-0563124
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#1,799 of 3,956
National rank, all audited filings (league-table basis)#1,923 of 4,052
Average client size (participants)661
Largest client (participants)1,097

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

Where does Kelly Welde & Co., CPA's audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
New Jersey266.7%
Pennsylvania133.3%

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

What audit opinions does Kelly Welde & Co., CPA's 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 Kelly Welde & Co., CPA's

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Delphinus Engineering, Inc.PA1,097
Centurum Inc.NJ636
Powell Electronics, Inc.NJ251

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Kelly Welde & Co., CPA's (EIN 81-0563124) is named as the plan’s independent qualified public accountant. Kelly Welde & Co., CPA's 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.