Rozier, McKay & Willis
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 Rozier, McKay & Willis audit?
Rozier, McKay & Willis was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 1 state — the #1,026 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 72-0949765 |
| 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 | #1,026 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,066 of 4,052 |
| Average client size (participants) | 317 |
| Largest client (participants) | 744 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Rozier, McKay & Willis audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Louisiana | 8 | 100.0% |
Largest concentration: Louisiana (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Rozier, McKay & Willis 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 Rozier, McKay & Willis
| Plan sponsor | State | Participants |
|---|---|---|
| Terral Riverservice Inc. | LA | 744 |
| Deep South Equipment Company | LA | 420 |
| Petersen Automotive Interests, Inc. | LA | 348 |
| Edko, L.L.C. | LA | 277 |
| CNC Oilfield Services, L.L.C. | LA | 217 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Rozier, McKay & Willis (EIN 72-0949765) is named as the plan’s independent qualified public accountant. Rozier, McKay & Willis 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.