Simpson & Simpson

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 Simpson & Simpson audit?

Simpson & Simpson was the independent auditor for 1 retirement plan filing (4 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #3,699 practice nationally by volume.

Practice at a glance

Simpson & Simpson: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)95-3683803
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)4
States and territories with clients1
National rank by retirement plan volume#3,699 of 3,956
National rank, all audited filings (league-table basis)#1,676 of 4,052
Average client size (participants)124
Largest client (participants)124

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

Where does Simpson & Simpson audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Maryland1100.0%

Largest concentration: Maryland (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Simpson & Simpson issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
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 Simpson & Simpson

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
From the Heart Church MinistriesMD124

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Simpson & Simpson (EIN 95-3683803) is named as the plan’s independent qualified public accountant. Simpson & Simpson 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.