Kuenzi & Company, LLC
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 Kuenzi & Company, LLC audit?
Kuenzi & Company, LLC was the independent auditor for 9 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #926 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 93-1235599 |
| Retirement plan audits (401(k), 403(b), pension) | 9 |
| All audited filings (incl. welfare plans) | 9 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #926 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,002 of 4,052 |
| Average client size (participants) | 301 |
| Largest client (participants) | 536 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Kuenzi & Company, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Oregon | 7 | 77.8% |
| Alaska | 2 | 22.2% |
Largest concentration: Oregon (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Kuenzi & Company, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 8 | 88.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 11.1% |
| 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 Kuenzi & Company, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Akt Services, LLP | OR | 536 |
| Otak Inc. | OR | 522 |
| K & E Excavating Incorporated | OR | 316 |
| Alta Planning + Design, Inc. | OR | 305 |
| Lifemed Alaska, LLC | AK | 246 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Kuenzi & Company, LLC (EIN 93-1235599) is named as the plan’s independent qualified public accountant. Kuenzi & Company, LLC 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.