Lutz and Carr CPAS, 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 Lutz and Carr CPAS, LLP audit?

Lutz and Carr CPAS, LLP was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #785 practice nationally by volume.

Practice at a glance

Lutz and Carr CPAS, LLP: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)13-1655065
Retirement plan audits (401(k), 403(b), pension)11
All audited filings (incl. welfare plans)11
States and territories with clients2
National rank by retirement plan volume#785 of 3,956
National rank, all audited filings (league-table basis)#803 of 4,052
Average client size (participants)230
Largest client (participants)439

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

Where does Lutz and Carr CPAS, LLP audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
New York1090.9%
New Jersey19.1%

Largest concentration: New York (10 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Lutz and Carr CPAS, LLP issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)11100.0%
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 Lutz and Carr CPAS, LLP

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Lower East Side Tenement MuseumNY439
New York Shakespeare FestivalNY421
Trustees and Treasurer of Pierpont Morgan LibraryNY286
Donorschoose.OrgNY241
Diller Scofidio Renfro, LLCNY202

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Lutz and Carr CPAS, LLP: ranked #803 for 401(k) plan audits by 401k Audit Scout, 2026

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About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Lutz and Carr CPAS, LLP (EIN 13-1655065) is named as the plan’s independent qualified public accountant. Lutz and Carr CPAS, 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.