Simon Lever 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 Simon Lever LLC audit?
Simon Lever LLC was the independent auditor for 23 retirement plan filings in plan year 2024, with clients in 1 state — the #466 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-1692578 |
| Retirement plan audits (401(k), 403(b), pension) | 23 |
| All audited filings (incl. welfare plans) | 23 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #466 of 3,956 |
| National rank, all audited filings (league-table basis) | #481 of 4,052 |
| Average client size (participants) | 302 |
| Largest client (participants) | 1,565 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Simon Lever LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 23 | 100.0% |
Largest concentration: Pennsylvania (23 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Simon Lever LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 23 | 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 Simon Lever LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Community Services Group, Inc. | PA | 1,565 |
| JF Martin Family Corporation | PA | 564 |
| Shady Maple Farm Market, Inc. | PA | 543 |
| Sharp Shopper, Inc. | PA | 527 |
| T.W. Ponessa & Associates Counseling Services, Inc. | PA | 334 |
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<a href="https://401kauditscout.com/firm/simon-lever-llc/"><img src="https://401kauditscout.com/badges/simon-lever-llc.svg" alt="Simon Lever LLC: ranked #481 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 Simon Lever LLC (EIN 23-1692578) is named as the plan’s independent qualified public accountant. Simon Lever 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.