Kittell, Branagan & Sargent
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 Kittell, Branagan & Sargent audit?
Kittell, Branagan & Sargent was the independent auditor for 21 retirement plan filings in plan year 2024, with clients in 4 states and territories — the #493 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 03-0302296 |
| Retirement plan audits (401(k), 403(b), pension) | 21 |
| All audited filings (incl. welfare plans) | 21 |
| States and territories with clients | 4 |
| National rank by retirement plan volume | #493 of 3,956 |
| National rank, all audited filings (league-table basis) | #516 of 4,052 |
| Average client size (participants) | 425 |
| Largest client (participants) | 1,639 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Kittell, Branagan & Sargent audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Vermont | 16 | 76.2% |
| New Hampshire | 3 | 14.3% |
| New York | 1 | 4.8% |
| Ohio | 1 | 4.8% |
Largest concentration: Vermont (16 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Kittell, Branagan & Sargent issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 15 | 71.4% |
| Qualified | 0 | 0.0% |
| Disclaimer | 6 | 28.6% |
| 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 Kittell, Branagan & Sargent
| Plan sponsor | State | Participants |
|---|---|---|
| Commuteair LLC | OH | 1,639 |
| Northeast Kingdom Human Services, Inc. | VT | 871 |
| Washington County Mental Health Services | VT | 841 |
| Northwestern Counseling and Support Services, Inc. | VT | 681 |
| Health Care and Rehabilitation Services of Southeastern Vermont | VT | 616 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Kittell, Branagan & Sargent (EIN 03-0302296) is named as the plan’s independent qualified public accountant. Kittell, Branagan & Sargent 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.