Wertz & Company, 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 Wertz & Company, LLP audit?
Wertz & Company, LLP was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 3 states and territories — the #1,049 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 02-0639624 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 3 |
| National rank by retirement plan volume | #1,049 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,006 of 4,052 |
| Average client size (participants) | 443 |
| Largest client (participants) | 1,314 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Wertz & Company, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 6 | 75.0% |
| Arizona | 1 | 12.5% |
| Nevada | 1 | 12.5% |
Largest concentration: California (6 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Wertz & Company, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 8 | 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 Wertz & Company, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Huddl3 Group | CA | 1,314 |
| The Mayer Corporation | CA | 573 |
| Bremer Whyte Brown Omeara LLP | NV | 451 |
| Realty One Group, Inc. | AZ | 349 |
| Friar Tux Shop | CA | 284 |
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<a href="https://401kauditscout.com/firm/wertz-and-company-llp/"><img src="https://401kauditscout.com/badges/wertz-and-company-llp.svg" alt="Wertz & Company, LLP: ranked #1,006 for 401(k) plan audits by 401k Audit Scout, 2026" width="360" height="80" loading="lazy"></a>Please keep the badge unmodified and linked to this profile. Rank reflects engagement volume as filed, not audit quality — see the methodology.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Wertz & Company, LLP (EIN 02-0639624) is named as the plan’s independent qualified public accountant. Wertz & Company, 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.