Lee CPA Audit Group
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 Lee CPA Audit Group audit?
Lee CPA Audit Group was the independent auditor for 394 retirement plan filings (395 audited filings including welfare plans) in plan year 2024, with clients in 36 states and territories — the #29 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 81-4637885 |
| Retirement plan audits (401(k), 403(b), pension) | 394 |
| All audited filings (incl. welfare plans) | 395 |
| States and territories with clients | 36 |
| National rank by retirement plan volume | #29 of 3,956 |
| National rank, all audited filings (league-table basis) | #33 of 4,052 |
| Average client size (participants) | 363 |
| Largest client (participants) | 4,287 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Lee CPA Audit Group audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 184 | 46.7% |
| Washington | 36 | 9.1% |
| New York | 29 | 7.4% |
| Texas | 23 | 5.8% |
| North Carolina | 11 | 2.8% |
| Arizona | 9 | 2.3% |
| Florida | 8 | 2.0% |
| Illinois | 8 | 2.0% |
| Minnesota | 8 | 2.0% |
| Massachusetts | 7 | 1.8% |
| Nevada | 7 | 1.8% |
| New Jersey | 6 | 1.5% |
| Utah | 6 | 1.5% |
| Virginia | 6 | 1.5% |
| Alaska | 5 | 1.3% |
| Colorado | 5 | 1.3% |
| Oregon | 4 | 1.0% |
| Tennessee | 4 | 1.0% |
| Washington, D.C. | 3 | 0.8% |
| Georgia | 2 | 0.5% |
| Hawaii | 2 | 0.5% |
| Missouri | 2 | 0.5% |
| Pennsylvania | 2 | 0.5% |
| South Carolina | 2 | 0.5% |
| Wisconsin | 2 | 0.5% |
| Connecticut | 1 | 0.3% |
| Delaware | 1 | 0.3% |
| Idaho | 1 | 0.3% |
| Indiana | 1 | 0.3% |
| Kansas | 1 | 0.3% |
| Louisiana | 1 | 0.3% |
| Maryland | 1 | 0.3% |
| Maine | 1 | 0.3% |
| Michigan | 1 | 0.3% |
| Nebraska | 1 | 0.3% |
| Oklahoma | 1 | 0.3% |
Largest concentration: California (184 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Lee CPA Audit Group issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 376 | 95.4% |
| Qualified | 1 | 0.3% |
| Disclaimer | 17 | 4.3% |
| 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 Lee CPA Audit Group
| Plan sponsor | State | Participants |
|---|---|---|
| Crestwood Behavioral Health, Inc. | CA | 4,287 |
| H Mart Inc. | NJ | 4,041 |
| Access Plans LLC | TX | 3,682 |
| Aegis Senior Communities, LLC | WA | 3,133 |
| Access Plans, LLC | TX | 3,132 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Lee CPA Audit Group (EIN 81-4637885) is named as the plan’s independent qualified public accountant. Lee CPA Audit Group 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.