Traveller & Company LLC
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 Traveller & Company LLC audit?
Traveller & Company LLC was the independent auditor for 31 retirement plan filings in plan year 2024, with clients in 6 states and territories — the #363 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 87-0668060 |
| Retirement plan audits (401(k), 403(b), pension) | 31 |
| All audited filings (incl. welfare plans) | 31 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #363 of 3,956 |
| National rank, all audited filings (league-table basis) | #380 of 4,052 |
| Average client size (participants) | 1,238 |
| Largest client (participants) | 12,305 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Traveller & Company LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Utah | 25 | 80.6% |
| Nevada | 2 | 6.5% |
| California | 1 | 3.2% |
| Idaho | 1 | 3.2% |
| Missouri | 1 | 3.2% |
| New Jersey | 1 | 3.2% |
Largest concentration: Utah (25 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Traveller & Company LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 31 | 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 Traveller & Company LLC
| Plan sponsor | State | Participants |
|---|---|---|
| SHC Services, Inc. | UT | 12,305 |
| Management & Training Corporation | UT | 6,157 |
| Nice Systems, Inc. | NJ | 4,704 |
| Apartment Management Consultants, LLC | UT | 3,658 |
| Eco Material Technologies Inc. | UT | 1,874 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Traveller & Company LLC (EIN 87-0668060) is named as the plan’s independent qualified public accountant. Traveller & Company LLC 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.