Kimberlin Company, PLLC
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 Kimberlin Company, PLLC audit?
Kimberlin Company, PLLC was the independent auditor for 216 retirement plan filings in plan year 2024, with clients in 27 states and territories — the #49 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 45-5497718 |
| Retirement plan audits (401(k), 403(b), pension) | 216 |
| All audited filings (incl. welfare plans) | 216 |
| States and territories with clients | 27 |
| National rank by retirement plan volume | #49 of 3,956 |
| National rank, all audited filings (league-table basis) | #54 of 4,052 |
| Average client size (participants) | 404 |
| Largest client (participants) | 4,621 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Kimberlin Company, PLLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Arizona | 84 | 38.9% |
| Texas | 40 | 18.5% |
| California | 18 | 8.3% |
| Missouri | 15 | 6.9% |
| North Carolina | 9 | 4.2% |
| Colorado | 8 | 3.7% |
| Illinois | 6 | 2.8% |
| Nevada | 5 | 2.3% |
| Indiana | 3 | 1.4% |
| Minnesota | 3 | 1.4% |
| Alabama | 2 | 0.9% |
| Washington, D.C. | 2 | 0.9% |
| Idaho | 2 | 0.9% |
| New Mexico | 2 | 0.9% |
| Oregon | 2 | 0.9% |
| Pennsylvania | 2 | 0.9% |
| Utah | 2 | 0.9% |
| Washington | 2 | 0.9% |
| Connecticut | 1 | 0.5% |
| Massachusetts | 1 | 0.5% |
| Michigan | 1 | 0.5% |
| New York | 1 | 0.5% |
| Ohio | 1 | 0.5% |
| South Carolina | 1 | 0.5% |
| Tennessee | 1 | 0.5% |
| Virginia | 1 | 0.5% |
| Wisconsin | 1 | 0.5% |
Largest concentration: Arizona (84 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Kimberlin Company, PLLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 212 | 98.6% |
| Qualified | 2 | 0.9% |
| Disclaimer | 1 | 0.5% |
| 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 Kimberlin Company, PLLC
| Plan sponsor | State | Participants |
|---|---|---|
| Viant Medical, LLC | MA | 4,621 |
| 899221-01 On the Spot Management, LLC | TX | 3,823 |
| Axios Advisory Group, LLC | PA | 3,733 |
| Morningstar Senior Management, LLC | CO | 2,704 |
| Cognosante, LLC | IL | 2,694 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Kimberlin Company, PLLC (EIN 45-5497718) is named as the plan’s independent qualified public accountant. Kimberlin Company, PLLC 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.