SB & Company, 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 SB & Company, LLC audit?
SB & Company, LLC was the independent auditor for 73 retirement plan filings (76 audited filings including welfare plans) in plan year 2024, with clients in 10 states and territories — the #151 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 20-2153727 |
| Retirement plan audits (401(k), 403(b), pension) | 73 |
| All audited filings (incl. welfare plans) | 76 |
| States and territories with clients | 10 |
| National rank by retirement plan volume | #151 of 3,956 |
| National rank, all audited filings (league-table basis) | #152 of 4,052 |
| Average client size (participants) | 5,874 |
| Largest client (participants) | 128,897 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does SB & Company, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Maryland | 43 | 58.9% |
| Washington, D.C. | 13 | 17.8% |
| Florida | 3 | 4.1% |
| Puerto Rico | 3 | 4.1% |
| Wisconsin | 3 | 4.1% |
| Kansas | 2 | 2.7% |
| New York | 2 | 2.7% |
| Pennsylvania | 2 | 2.7% |
| Arizona | 1 | 1.4% |
| Michigan | 1 | 1.4% |
Largest concentration: Maryland (43 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does SB & Company, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 71 | 97.3% |
| Qualified | 1 | 1.4% |
| Disclaimer | 1 | 1.4% |
| 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 SB & Company, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Comcast Corporation | PA | 128,897 |
| Johns Hopkins University Office of Benefits Services | MD | 36,309 |
| Johns Hopkins Health System Corporation | MD | 35,409 |
| Universal City Development Partners, LTD Universal Orlando | FL | 23,662 |
| The Johns Hopkins University Applie D Physics Laboratory LLC Jhu/Apl | MD | 12,799 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which SB & Company, LLC (EIN 20-2153727) is named as the plan’s independent qualified public accountant. SB & Company, 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.