Lounev Advisory Services 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 Lounev Advisory Services LLC audit?

Lounev Advisory Services LLC was the independent auditor for 2 retirement plan filings in plan year 2024, with clients in 1 state — the #2,196 practice nationally by volume.

Practice at a glance

Lounev Advisory Services LLC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)46-1239081
Retirement plan audits (401(k), 403(b), pension)2
All audited filings (incl. welfare plans)2
States and territories with clients1
National rank by retirement plan volume#2,196 of 3,956
National rank, all audited filings (league-table basis)#2,221 of 4,052
Average client size (participants)470
Largest client (participants)629

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does Lounev Advisory Services LLC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Texas2100.0%

Largest concentration: Texas (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Lounev Advisory Services LLC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)2100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

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 Lounev Advisory Services LLC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
I.C.S., Inc.TX629
Emergency Hospital Systems, LLCTX311

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Lounev Advisory Services LLC (EIN 46-1239081) is named as the plan’s independent qualified public accountant. Lounev Advisory Services 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.