Soren McAdam LLP

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 Soren McAdam LLP audit?

Soren McAdam LLP was the independent auditor for 15 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #647 practice nationally by volume.

Practice at a glance

Soren McAdam LLP: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)77-0549163
Retirement plan audits (401(k), 403(b), pension)15
All audited filings (incl. welfare plans)15
States and territories with clients2
National rank by retirement plan volume#647 of 3,956
National rank, all audited filings (league-table basis)#670 of 4,052
Average client size (participants)460
Largest client (participants)2,299

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

Where does Soren McAdam LLP audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
California1493.3%
Oregon16.7%

Largest concentration: California (14 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Soren McAdam LLP issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)15100.0%
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 Soren McAdam LLP

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Redlands Community HospitalCA2,299
Arizona Pipeline CompanyCA1,004
Bradshaw International, Inc.CA578
Safeway Building Systems, Inc. DBA Safeway ElectricCA433
Glen Ivy Hot SpringsCA323

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Soren McAdam LLP: ranked #670 for 401(k) plan audits by 401k Audit Scout, 2026

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About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Soren McAdam LLP (EIN 77-0549163) is named as the plan’s independent qualified public accountant. Soren McAdam LLP 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.