Santi & Associates, PC

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 Santi & Associates, PC audit?

Santi & Associates, PC was the independent auditor for 4 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,606 practice nationally by volume.

Practice at a glance

Santi & Associates, PC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)58-2019486
Retirement plan audits (401(k), 403(b), pension)4
All audited filings (incl. welfare plans)4
States and territories with clients2
National rank by retirement plan volume#1,606 of 3,956
National rank, all audited filings (league-table basis)#1,599 of 4,052
Average client size (participants)421
Largest client (participants)733

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

Where does Santi & Associates, PC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Georgia375.0%
Iowa125.0%

Largest concentration: Georgia (3 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Santi & Associates, PC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)4100.0%
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 Santi & Associates, PC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Nor-Am, Inc.IA733
Hawkins Parnell & Young, LLPGA519
Progressive Lighting, Inc.GA280
B&R Industrial Automation CorporationGA153

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Santi & Associates, PC (EIN 58-2019486) is named as the plan’s independent qualified public accountant. Santi & Associates, PC 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.