Ouellette & Associates
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 Ouellette & Associates audit?
Ouellette & Associates was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #791 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 01-0448675 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 11 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #791 of 3,956 |
| National rank, all audited filings (league-table basis) | #800 of 4,052 |
| Average client size (participants) | 357 |
| Largest client (participants) | 997 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Ouellette & Associates audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Maine | 10 | 90.9% |
| New Jersey | 1 | 9.1% |
Largest concentration: Maine (10 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Ouellette & Associates issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 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 Ouellette & Associates
| Plan sponsor | State | Participants |
|---|---|---|
| The John F Murphy Homes, Inc | ME | 997 |
| V.I.P, Inc. | ME | 716 |
| Kennebec Behavioral Health | ME | 576 |
| SHP Management Corporation | ME | 268 |
| Carrier Group Benefits, LLC | ME | 244 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Ouellette & Associates (EIN 01-0448675) is named as the plan’s independent qualified public accountant. Ouellette & Associates 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.