Plancheck CPA's 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 Plancheck CPA's LLC audit?
Plancheck CPA's LLC was the independent auditor for 96 retirement plan filings in plan year 2024, with clients in 27 states and territories — the #113 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 84-2614035 |
| Retirement plan audits (401(k), 403(b), pension) | 96 |
| All audited filings (incl. welfare plans) | 96 |
| States and territories with clients | 27 |
| National rank by retirement plan volume | #113 of 3,956 |
| National rank, all audited filings (league-table basis) | #123 of 4,052 |
| Average client size (participants) | 462 |
| Largest client (participants) | 4,604 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Plancheck CPA's LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 22 | 22.9% |
| Ohio | 12 | 12.5% |
| New York | 7 | 7.3% |
| Michigan | 5 | 5.2% |
| Texas | 5 | 5.2% |
| Virginia | 5 | 5.2% |
| Florida | 4 | 4.2% |
| Illinois | 3 | 3.1% |
| North Carolina | 3 | 3.1% |
| Pennsylvania | 3 | 3.1% |
| Colorado | 2 | 2.1% |
| Indiana | 2 | 2.1% |
| Kansas | 2 | 2.1% |
| Kentucky | 2 | 2.1% |
| Massachusetts | 2 | 2.1% |
| Maryland | 2 | 2.1% |
| New Jersey | 2 | 2.1% |
| Oregon | 2 | 2.1% |
| South Carolina | 2 | 2.1% |
| Utah | 2 | 2.1% |
| Alabama | 1 | 1.0% |
| Arizona | 1 | 1.0% |
| Delaware | 1 | 1.0% |
| Georgia | 1 | 1.0% |
| Idaho | 1 | 1.0% |
| Nebraska | 1 | 1.0% |
| Tennessee | 1 | 1.0% |
Largest concentration: California (22 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Plancheck CPA's LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 94 | 97.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 2.1% |
| 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 Plancheck CPA's LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Governing Comm of the Assoc of Ind College and Univ of Ohio Mep | OH | 4,604 |
| The Governing Board of the Mi Independent Colleges and Universities | MI | 3,381 |
| Tennessee Independent Colleges and Universities Association, Inc. | TN | 2,305 |
| DCD Automotive Holdings, Inc. | MA | 1,854 |
| Varex Imaging Corporation | UT | 1,665 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Plancheck CPA's LLC (EIN 84-2614035) is named as the plan’s independent qualified public accountant. Plancheck CPA's 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.