Lavine, Lofgren, Morris & Engelberg
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 Lavine, Lofgren, Morris & Engelberg audit?
Lavine, Lofgren, Morris & Engelberg was the independent auditor for 54 retirement plan filings (56 audited filings including welfare plans) in plan year 2024, with clients in 6 states and territories — the #191 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 33-0690020 |
| Retirement plan audits (401(k), 403(b), pension) | 54 |
| All audited filings (incl. welfare plans) | 56 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #191 of 3,956 |
| National rank, all audited filings (league-table basis) | #200 of 4,052 |
| Average client size (participants) | 1,600 |
| Largest client (participants) | 25,675 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Lavine, Lofgren, Morris & Engelberg audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 48 | 88.9% |
| South Carolina | 2 | 3.7% |
| Florida | 1 | 1.9% |
| Illinois | 1 | 1.9% |
| New York | 1 | 1.9% |
| Texas | 1 | 1.9% |
Largest concentration: California (48 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Lavine, Lofgren, Morris & Engelberg issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 53 | 98.1% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 1.9% |
| 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 Lavine, Lofgren, Morris & Engelberg
| Plan sponsor | State | Participants |
|---|---|---|
| Amn Healthcare, Inc. | TX | 25,675 |
| LPL Financial LLC | CA | 10,606 |
| Dexcom Inc | CA | 7,017 |
| Altman Specialty Plants LLC | CA | 6,358 |
| Envoy Solutions, LLC | IL | 3,787 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Lavine, Lofgren, Morris & Engelberg (EIN 33-0690020) is named as the plan’s independent qualified public accountant. Lavine, Lofgren, Morris & Engelberg 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.