Warren Averett
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 Warren Averett audit?
Warren Averett was the independent auditor for 14 retirement plan filings in plan year 2024, with clients in 6 states and territories — the #680 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 45-4084397 |
| Retirement plan audits (401(k), 403(b), pension) | 14 |
| All audited filings (incl. welfare plans) | 14 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #680 of 3,956 |
| National rank, all audited filings (league-table basis) | #691 of 4,052 |
| Average client size (participants) | 5,552 |
| Largest client (participants) | 35,497 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Warren Averett audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Georgia | 8 | 57.1% |
| Alabama | 2 | 14.3% |
| Florida | 1 | 7.1% |
| Pennsylvania | 1 | 7.1% |
| Tennessee | 1 | 7.1% |
| Virginia | 1 | 7.1% |
Largest concentration: Georgia (8 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Warren Averett issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 13 | 92.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 7.1% |
| 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 Warren Averett
| Plan sponsor | State | Participants |
|---|---|---|
| Southern Company Services, Inc. | GA | 35,497 |
| Shaw Industries Group, Inc. | GA | 20,998 |
| Mercedes-Benz USA, LLC | GA | 5,300 |
| Blue Cross Blue Shield of Alabama | AL | 5,210 |
| Blue Cross and Blue Shield of Alabama | AL | 2,408 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Warren Averett (EIN 45-4084397) is named as the plan’s independent qualified public accountant. Warren Averett 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.