Lipschultz, Levin, & Gray, LLC
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 Lipschultz, Levin, & Gray, LLC audit?
Lipschultz, Levin, & Gray, LLC was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,003 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 36-2260623 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #1,003 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,030 of 4,052 |
| Average client size (participants) | 493 |
| Largest client (participants) | 1,550 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Lipschultz, Levin, & Gray, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Illinois | 7 | 87.5% |
| Wisconsin | 1 | 12.5% |
Largest concentration: Illinois (7 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Lipschultz, Levin, & Gray, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 8 | 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 Lipschultz, Levin, & Gray, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| HH Associates US, Inc. | IL | 1,550 |
| Total Sweeteners, Inc. | IL | 613 |
| Currie/Curfin Motors | IL | 448 |
| Skyline Furniture MFG, Inc. | IL | 403 |
| Four Keys, LLC | WI | 328 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Lipschultz, Levin, & Gray, LLC (EIN 36-2260623) is named as the plan’s independent qualified public accountant. Lipschultz, Levin, & Gray, LLC 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.