LB Carlson, LLP
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 LB Carlson, LLP audit?
LB Carlson, LLP was the independent auditor for 24 retirement plan filings in plan year 2024, with clients in 5 states and territories — the #440 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 41-1504933 |
| Retirement plan audits (401(k), 403(b), pension) | 24 |
| All audited filings (incl. welfare plans) | 24 |
| States and territories with clients | 5 |
| National rank by retirement plan volume | #440 of 3,956 |
| National rank, all audited filings (league-table basis) | #466 of 4,052 |
| Average client size (participants) | 560 |
| Largest client (participants) | 6,278 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does LB Carlson, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Minnesota | 20 | 83.3% |
| Arkansas | 1 | 4.2% |
| Colorado | 1 | 4.2% |
| Florida | 1 | 4.2% |
| South Dakota | 1 | 4.2% |
Largest concentration: Minnesota (20 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does LB Carlson, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 24 | 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 LB Carlson, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Transport Labor Contract/ Leasing, Inc. | FL | 6,278 |
| The Bernick Companies | MN | 1,337 |
| Torgerson Properties, Inc. DBA Tpi Hospitality | MN | 947 |
| The Rfa Group, Inc. | MN | 694 |
| Two Harbors Investment Corp. | MN | 489 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which LB Carlson, LLP (EIN 41-1504933) is named as the plan’s independent qualified public accountant. LB Carlson, LLP 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.