Templeton & 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 Templeton & Company audit?
Templeton & Company was the independent auditor for 239 retirement plan filings (241 audited filings including welfare plans) in plan year 2024, with clients in 38 states and territories — the #46 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 14-1918990 |
| Retirement plan audits (401(k), 403(b), pension) | 239 |
| All audited filings (incl. welfare plans) | 241 |
| States and territories with clients | 38 |
| National rank by retirement plan volume | #46 of 3,956 |
| National rank, all audited filings (league-table basis) | #49 of 4,052 |
| Average client size (participants) | 1,531 |
| Largest client (participants) | 65,882 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Templeton & Company audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Florida | 81 | 33.9% |
| New York | 23 | 9.6% |
| Texas | 21 | 8.8% |
| New Jersey | 20 | 8.4% |
| California | 14 | 5.9% |
| Illinois | 7 | 2.9% |
| Ohio | 6 | 2.5% |
| Pennsylvania | 6 | 2.5% |
| Iowa | 4 | 1.7% |
| Maryland | 4 | 1.7% |
| South Carolina | 4 | 1.7% |
| Colorado | 3 | 1.3% |
| Kentucky | 3 | 1.3% |
| Massachusetts | 3 | 1.3% |
| Maine | 3 | 1.3% |
| North Carolina | 3 | 1.3% |
| Utah | 3 | 1.3% |
| Virginia | 3 | 1.3% |
| Connecticut | 2 | 0.8% |
| Washington, D.C. | 2 | 0.8% |
| Georgia | 2 | 0.8% |
| Indiana | 2 | 0.8% |
| Rhode Island | 2 | 0.8% |
| Washington | 2 | 0.8% |
| Wisconsin | 2 | 0.8% |
| Wyoming | 2 | 0.8% |
| Alabama | 1 | 0.4% |
| Arkansas | 1 | 0.4% |
| Delaware | 1 | 0.4% |
| Kansas | 1 | 0.4% |
| Michigan | 1 | 0.4% |
| Missouri | 1 | 0.4% |
| Mississippi | 1 | 0.4% |
| Nevada | 1 | 0.4% |
| Oklahoma | 1 | 0.4% |
| Oregon | 1 | 0.4% |
| Tennessee | 1 | 0.4% |
| U.S. Virgin Islands | 1 | 0.4% |
Largest concentration: Florida (81 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Templeton & Company issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 232 | 97.5% |
| Qualified | 1 | 0.4% |
| Disclaimer | 5 | 2.1% |
| 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 Templeton & Company
| Plan sponsor | State | Participants |
|---|---|---|
| Plan Professionals, LLC | NJ | 65,882 |
| Employer Flexible | TX | 12,661 |
| Ace Hardware Corporation | IL | 9,574 |
| Earl Enterprises Corporate, LLC | FL | 9,051 |
| Watsco, Inc. | FL | 8,224 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Templeton & Company (EIN 14-1918990) is named as the plan’s independent qualified public accountant. Templeton & 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.