T.E. Lott & Company
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 T.E. Lott & Company audit?
T.E. Lott & Company was the independent auditor for 25 retirement plan filings in plan year 2024, with clients in 9 states and territories — the #435 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 64-0575804 |
| Retirement plan audits (401(k), 403(b), pension) | 25 |
| All audited filings (incl. welfare plans) | 25 |
| States and territories with clients | 9 |
| National rank by retirement plan volume | #435 of 3,956 |
| National rank, all audited filings (league-table basis) | #458 of 4,052 |
| Average client size (participants) | 282 |
| Largest client (participants) | 1,176 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does T.E. Lott & Company audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Mississippi | 13 | 52.0% |
| Maryland | 3 | 12.0% |
| Alabama | 2 | 8.0% |
| California | 2 | 8.0% |
| Florida | 1 | 4.0% |
| Indiana | 1 | 4.0% |
| Louisiana | 1 | 4.0% |
| Nebraska | 1 | 4.0% |
| Washington | 1 | 4.0% |
Largest concentration: Mississippi (13 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does T.E. Lott & Company issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 25 | 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 T.E. Lott & Company
| Plan sponsor | State | Participants |
|---|---|---|
| Eastern Metal Supply, Inc. | FL | 1,176 |
| University Management, Inc. | MS | 829 |
| Bankfirst Financial Services | MS | 574 |
| Southern Development Resources, LLC | MS | 376 |
| Waters Truck and Tractor Co. Inc. | MS | 307 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which T.E. Lott & Company (EIN 64-0575804) is named as the plan’s independent qualified public accountant. T.E. Lott & Company 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.