Lapadula Carlson & Co.
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 Lapadula Carlson & Co. audit?
Lapadula Carlson & Co. was the independent auditor for 19 retirement plan filings (42 audited filings including welfare plans) in plan year 2024, with clients in 3 states and territories — the #538 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 65-0292391 |
| Retirement plan audits (401(k), 403(b), pension) | 19 |
| All audited filings (incl. welfare plans) | 42 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #538 of 3,956 |
| National rank, all audited filings (league-table basis) | #281 of 4,052 |
| Average client size (participants) | 3,283 |
| Largest client (participants) | 13,197 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Lapadula Carlson & Co. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Florida | 8 | 42.1% |
| Tennessee | 8 | 42.1% |
| New York | 3 | 15.8% |
Largest concentration: Florida (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Lapadula Carlson & Co. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 19 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| 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 Lapadula Carlson & Co.
| Plan sponsor | State | Participants |
|---|---|---|
| Southern States Savings & Retirement Plan Trust | FL | 13,197 |
| Trustees of the Florida Carpenters Pension Plan | TN | 8,187 |
| Trustees of the Florida Ubc Supplemental Pension Plan | TN | 6,292 |
| Metal Trades Branch Local 638 Pension Fund | NY | 6,195 |
| The Board of Trustees of Plumbers and Pipefitters of the Carolinas Def | FL | 4,793 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Lapadula Carlson & Co. (EIN 65-0292391) is named as the plan’s independent qualified public accountant. Lapadula Carlson & Co. 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.