Toole Katz & Roemersma, 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 Toole Katz & Roemersma, LLP audit?
Toole Katz & Roemersma, LLP was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 5 states and territories — the #801 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 47-1767422 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 11 |
| States and territories with clients | 5 |
| National rank by retirement plan volume | #801 of 3,956 |
| National rank, all audited filings (league-table basis) | #830 of 4,052 |
| Average client size (participants) | 373 |
| Largest client (participants) | 1,057 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Toole Katz & Roemersma, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Virginia | 4 | 36.4% |
| Washington, D.C. | 3 | 27.3% |
| Maryland | 2 | 18.2% |
| Florida | 1 | 9.1% |
| Pennsylvania | 1 | 9.1% |
Largest concentration: Virginia (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Toole Katz & Roemersma, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 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 Toole Katz & Roemersma, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| JBGS Employee Company LLC | MD | 1,057 |
| Pennsylvania Steel Company, Inc. | PA | 472 |
| Paradigm Management II LP | VA | 468 |
| Carter Funds LLC | FL | 357 |
| Elme Communities | MD | 303 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Toole Katz & Roemersma, LLP (EIN 47-1767422) is named as the plan’s independent qualified public accountant. Toole Katz & Roemersma, 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.