Masters, Smith & Wisby, 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 Masters, Smith & Wisby, P.A. audit?
Masters, Smith & Wisby, P.A. was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 1 state — the #1,009 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 59-1466001 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #1,009 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,056 of 4,052 |
| Average client size (participants) | 702 |
| Largest client (participants) | 3,220 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Masters, Smith & Wisby, P.A. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Florida | 8 | 100.0% |
Largest concentration: Florida (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Masters, Smith & Wisby, P.A. 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 Masters, Smith & Wisby, P.A.
| Plan sponsor | State | Participants |
|---|---|---|
| First Coast Security Services, Inc. | FL | 3,220 |
| Petro Services, Inc. | FL | 807 |
| Duval Holdings, Inc. | FL | 480 |
| Bozard Ford Company | FL | 344 |
| LYNCH Management Company | FL | 242 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Masters, Smith & Wisby, P.A. (EIN 59-1466001) is named as the plan’s independent qualified public accountant. Masters, Smith & Wisby, 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.