RSM Puerto Rico
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 RSM Puerto Rico audit?
RSM Puerto Rico was the independent auditor for 29 retirement plan filings in plan year 2024, with clients in 4 states and territories — the #383 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 66-0388756 |
| Retirement plan audits (401(k), 403(b), pension) | 29 |
| All audited filings (incl. welfare plans) | 29 |
| States and territories with clients | 4 |
| National rank by retirement plan volume | #383 of 3,956 |
| National rank, all audited filings (league-table basis) | #400 of 4,052 |
| Average client size (participants) | 494 |
| Largest client (participants) | 1,986 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does RSM Puerto Rico audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Puerto Rico | 25 | 86.2% |
| Florida | 2 | 6.9% |
| Iowa | 1 | 3.4% |
| New Jersey | 1 | 3.4% |
Largest concentration: Puerto Rico (25 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does RSM Puerto Rico issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 27 | 93.1% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 6.9% |
| 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 RSM Puerto Rico
| Plan sponsor | State | Participants |
|---|---|---|
| CC1 Limited Partnership | PR | 1,986 |
| Firstbank PR | PR | 1,562 |
| Universal Group | PR | 1,392 |
| Laboratorio Borinquen, Inc. | PR | 933 |
| Atlantis Health Care Group of Puerto Rico Inc | PR | 746 |
Are you RSM Puerto Rico? Add your ranking badge
Firms in this directory may display their standing on their own site. The badge reads “Ranked #400” — RSM Puerto Rico’s position among 4,052 U.S. firms by audited Form 5500 filings in plan year 2024, the same ordering as the national rankings. It is a static SVG served from this domain, links back to this profile, and is regenerated with every data refresh, so the number stays current without any change on your end.
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<a href="https://401kauditscout.com/firm/rsm-puerto-rico/"><img src="https://401kauditscout.com/badges/rsm-puerto-rico.svg" alt="RSM Puerto Rico: ranked #400 for 401(k) plan audits by 401k Audit Scout, 2026" width="360" height="80" loading="lazy"></a>Please keep the badge unmodified and linked to this profile. Rank reflects engagement volume as filed, not audit quality — see the methodology.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which RSM Puerto Rico (EIN 66-0388756) is named as the plan’s independent qualified public accountant. RSM Puerto Rico 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.