Whisman Giordano & Associates, 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 Whisman Giordano & Associates, LLC audit?
Whisman Giordano & Associates, LLC was the independent auditor for 13 retirement plan filings (17 audited filings including welfare plans) in plan year 2024, with clients in 2 states and territories — the #716 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 20-3934956 |
| Retirement plan audits (401(k), 403(b), pension) | 13 |
| All audited filings (incl. welfare plans) | 17 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #716 of 3,956 |
| National rank, all audited filings (league-table basis) | #590 of 4,052 |
| Average client size (participants) | 508 |
| Largest client (participants) | 1,878 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Whisman Giordano & Associates, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Delaware | 9 | 69.2% |
| Pennsylvania | 4 | 30.8% |
Largest concentration: Delaware (9 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Whisman Giordano & Associates, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 84.6% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 15.4% |
| 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 Whisman Giordano & Associates, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| BD of Tte of Plum & Pipe Lu No. 74 Pipefitters Lu No. 74 Annuity Fund | DE | 1,878 |
| BD of Ttee of Plum & Pipe Lu No 74 Pipefitters Lu No. 74 Pension Fund | PA | 1,153 |
| Goodwill Industries of Delaware & Delaware County, Inc. | DE | 1,115 |
| Kaolin Mushroom Farms, Inc. | PA | 606 |
| La Red Health Center, Inc. | DE | 244 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Whisman Giordano & Associates, LLC (EIN 20-3934956) is named as the plan’s independent qualified public accountant. Whisman Giordano & Associates, 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.