Perotti & Carrade CPA

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 Perotti & Carrade CPA audit?

Perotti & Carrade CPA was the independent auditor for 2 retirement plan filings in plan year 2024, with clients in 1 state — the #2,263 practice nationally by volume.

Practice at a glance

Perotti & Carrade CPA: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)68-0095377
Retirement plan audits (401(k), 403(b), pension)2
All audited filings (incl. welfare plans)2
States and territories with clients1
National rank by retirement plan volume#2,263 of 3,956
National rank, all audited filings (league-table basis)#2,326 of 4,052
Average client size (participants)1,271
Largest client (participants)1,889

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

Where does Perotti & Carrade CPA audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
California2100.0%

Largest concentration: California (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Perotti & Carrade CPA issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)2100.0%
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 Perotti & Carrade CPA

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
The John Stewart CompanyCA1,889
Brillant CornersCA653

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Perotti & Carrade CPA (EIN 68-0095377) is named as the plan’s independent qualified public accountant. Perotti & Carrade CPA 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.