Leone McDonnell & Roberts P.A.
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 Leone McDonnell & Roberts P.A. audit?
Leone McDonnell & Roberts P.A. was the independent auditor for 12 retirement plan filings in plan year 2024, with clients in 3 states and territories — the #747 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 02-0417217 |
| Retirement plan audits (401(k), 403(b), pension) | 12 |
| All audited filings (incl. welfare plans) | 12 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #747 of 3,956 |
| National rank, all audited filings (league-table basis) | #753 of 4,052 |
| Average client size (participants) | 354 |
| Largest client (participants) | 817 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Leone McDonnell & Roberts P.A. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New Hampshire | 8 | 66.7% |
| Massachusetts | 3 | 25.0% |
| New York | 1 | 8.3% |
Largest concentration: New Hampshire (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Leone McDonnell & Roberts P.A. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 10 | 83.3% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 16.7% |
| 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 Leone McDonnell & Roberts P.A.
| Plan sponsor | State | Participants |
|---|---|---|
| Turbocam, Inc. | NH | 817 |
| Great American Dining | NH | 543 |
| Tri-County Community Action | NH | 472 |
| Community Action Program Belknap-Merrimack Counties, Inc. | NH | 427 |
| Walnut Street Center, Inc. | MA | 344 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Leone McDonnell & Roberts P.A. (EIN 02-0417217) is named as the plan’s independent qualified public accountant. Leone McDonnell & Roberts P.A. 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.