Yeo & Yeo, P.C.
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 Yeo & Yeo, P.C. audit?
Yeo & Yeo, P.C. was the independent auditor for 95 retirement plan filings (96 audited filings including welfare plans) in plan year 2024, with clients in 5 states and territories — the #115 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 38-2706146 |
| Retirement plan audits (401(k), 403(b), pension) | 95 |
| All audited filings (incl. welfare plans) | 96 |
| States and territories with clients | 5 |
| National rank by retirement plan volume | #115 of 3,956 |
| National rank, all audited filings (league-table basis) | #122 of 4,052 |
| Average client size (participants) | 398 |
| Largest client (participants) | 2,687 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Yeo & Yeo, P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Michigan | 91 | 95.8% |
| California | 1 | 1.1% |
| Texas | 1 | 1.1% |
| Washington | 1 | 1.1% |
| Wisconsin | 1 | 1.1% |
Largest concentration: Michigan (91 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Yeo & Yeo, P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 94 | 98.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 1.1% |
| 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 Yeo & Yeo, P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Garber Management Group, Inc. | MI | 2,687 |
| Dunham's Athleisure Corporation | MI | 2,385 |
| Summit Polymers, Inc. | MI | 1,825 |
| Educational Data Systems, Inc. | MI | 1,363 |
| Autoneum North America, Inc. | MI | 993 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Yeo & Yeo, P.C. (EIN 38-2706146) is named as the plan’s independent qualified public accountant. Yeo & Yeo, P.C. 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.