Lutz & Company, P.C.
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 & Company, P.C. audit?
Lutz & Company, P.C. was the independent auditor for 158 retirement plan filings (164 audited filings including welfare plans) in plan year 2024, with clients in 14 states and territories — the #70 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 47-0625816 |
| Retirement plan audits (401(k), 403(b), pension) | 158 |
| All audited filings (incl. welfare plans) | 164 |
| States and territories with clients | 14 |
| National rank by retirement plan volume | #70 of 3,956 |
| National rank, all audited filings (league-table basis) | #69 of 4,052 |
| Average client size (participants) | 2,111 |
| Largest client (participants) | 34,209 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Lutz & Company, P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Nebraska | 121 | 76.6% |
| Iowa | 11 | 7.0% |
| Illinois | 7 | 4.4% |
| Florida | 3 | 1.9% |
| Texas | 3 | 1.9% |
| California | 2 | 1.3% |
| Colorado | 2 | 1.3% |
| Missouri | 2 | 1.3% |
| Ohio | 2 | 1.3% |
| Georgia | 1 | 0.6% |
| Maryland | 1 | 0.6% |
| Minnesota | 1 | 0.6% |
| New York | 1 | 0.6% |
| South Dakota | 1 | 0.6% |
Largest concentration: Nebraska (121 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Lutz & Company, P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 156 | 98.7% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 1.3% |
| 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 Lutz & Company, P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Berkshire Hathaway Credit Corporation | NE | 34,209 |
| Conagra Brands, Inc. | IL | 29,623 |
| Medical Solutions, L.L.C. | NE | 24,856 |
| Peter Kiewit Sons, Inc. | NE | 24,833 |
| Nebraska Medicine | NE | 11,613 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Lutz & Company, P.C. (EIN 47-0625816) is named as the plan’s independent qualified public accountant. Lutz & Company, P.C. 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.