Legacy Professionals 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 Legacy Professionals LLP audit?
Legacy Professionals LLP was the independent auditor for 167 retirement plan filings (289 audited filings including welfare plans) in plan year 2024, with clients in 16 states and territories — the #65 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 32-0043599 |
| Retirement plan audits (401(k), 403(b), pension) | 167 |
| All audited filings (incl. welfare plans) | 289 |
| States and territories with clients | 16 |
| National rank by retirement plan volume | #65 of 3,956 |
| National rank, all audited filings (league-table basis) | #42 of 4,052 |
| Average client size (participants) | 5,269 |
| Largest client (participants) | 67,110 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Legacy Professionals LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Illinois | 86 | 51.5% |
| Minnesota | 26 | 15.6% |
| Indiana | 15 | 9.0% |
| Florida | 11 | 6.6% |
| Michigan | 9 | 5.4% |
| New Jersey | 4 | 2.4% |
| Missouri | 3 | 1.8% |
| Wisconsin | 3 | 1.8% |
| Colorado | 2 | 1.2% |
| Washington | 2 | 1.2% |
| Arkansas | 1 | 0.6% |
| California | 1 | 0.6% |
| Georgia | 1 | 0.6% |
| North Dakota | 1 | 0.6% |
| Texas | 1 | 0.6% |
| Virginia | 1 | 0.6% |
Largest concentration: Illinois (86 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Legacy Professionals LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 167 | 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 Legacy Professionals LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S | CO | 67,110 |
| Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem | IL | 36,991 |
| Trustees of Central Midwest Regional Council of Carpenters DC Pension | MI | 36,751 |
| Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 35,166 |
| Trustees of Ohio Carpenters' Pension Plan | MI | 33,674 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Legacy Professionals LLP (EIN 32-0043599) is named as the plan’s independent qualified public accountant. Legacy Professionals 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.