Mowery & Schoenfeld, 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 Mowery & Schoenfeld, LLC audit?
Mowery & Schoenfeld, LLC was the independent auditor for 15 retirement plan filings in plan year 2024, with clients in 4 states and territories — the #644 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 36-4111140 |
| Retirement plan audits (401(k), 403(b), pension) | 15 |
| All audited filings (incl. welfare plans) | 15 |
| States and territories with clients | 4 |
| National rank by retirement plan volume | #644 of 3,956 |
| National rank, all audited filings (league-table basis) | #657 of 4,052 |
| Average client size (participants) | 448 |
| Largest client (participants) | 2,574 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Mowery & Schoenfeld, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Illinois | 10 | 66.7% |
| Indiana | 3 | 20.0% |
| North Carolina | 1 | 6.7% |
| Texas | 1 | 6.7% |
Largest concentration: Illinois (10 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Mowery & Schoenfeld, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 15 | 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 Mowery & Schoenfeld, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Mariani Enterprises LLC | IL | 2,574 |
| Metal Powder Products, LLC | IN | 946 |
| Star Dental Partners LLC | TX | 640 |
| Ascend Technologies, LLC | IL | 339 |
| Al Piemonte Ford Sales Inc | IL | 327 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Mowery & Schoenfeld, LLC (EIN 36-4111140) is named as the plan’s independent qualified public accountant. Mowery & Schoenfeld, 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.