Berkowitz Pollack Brant

Employee Benefit Plan Auditor

Miami, FL

About Berkowitz Pollack Brant

<p>Audit and assurance work is a core part of Berkowitz Pollack Brant, a CPA firm that also handles tax and advisory engagements for businesses and individuals. Founded in 1980, the firm is based in Miami and works across the South Florida market.</p> <p>With a staff of about 425 employees, Berkowitz Pollack Brant provides assurance and advisory services alongside tax planning, forensic accounting, and international advisory work. Plan sponsors looking for an experienced audit team can find support here through the firm’s attest and consulting capabilities.</p> <p>David E. Kolan, CPA, is Director-in-Charge of Assurance and Advisory Services. His work includes audit and attest services, business consulting, and ESG corporate responsibility reporting examinations.</p> <p>What sets the firm apart is the mix of traditional assurance services and specialized work such as forensic accounting and ESG examinations under one roof.</p> <ul> <li>Retirement plan audit support from an experienced <a href="/auditors/401k">401(k) auditors</a> team</li> <li>Audit, attest, and assurance engagements</li> <li>Tax planning, including income and estate planning</li> <li>Forensic accounting services</li> <li>International advisory services</li> </ul>

Website: https://www.bpbcpa.com/

Founded: 1980

Employees: 425

Office Locations

  • Miami, FL

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 35
  • Total AUM Audited: $1.9B
  • 401(k): 35 plans, $1.9B AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLANCARNIVAL CORPORATION, FL$501M3,725
NCLC 401(K) PLANNCL BAHAMAS LTD., FL$330M4,828
POWER SYSTEMS MFG., LLC 401(K) PLANPOWER SYSTEMS MFG., LLC, FL$134M510
GABLES ENGINEERING, INC. 401(K) PLANGABLES ENGINEERING, INC., FL$94M238
BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLANBERGER SINGERMAN, LLP, FL$69M159
SEACOR SAVINGS PLANSEACOR PAYROLL MANAGEMENT LLC, FL$62M170
BANCO ITAU INTERNATIONAL 401(K)BANCO ITAU INTERNATIONAL, FL$61M274
ALPHA INDUSTRIES MANAGEMENT, INC. 401(K) PLANALPHA INDUSTRIES MANAGEMENT, INC., FL$57M810
RIALTO ASSOCIATE SERVICES, LLC 401(K) PLANRIALTO MANAGEMENT GROUP, LLC, FL$56M317
RESTAURANT SERVICES, INC. 401(K) EMPLOYEE SAVINGS PLANRESTAURANT SERVICES INC, FL$45M81
THE DE MOYA GROUP, INC. PROFIT SHARING PLAN & TRUSTTHE DE MOYA GROUP, INC., FL$44M328
TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLANTELEFONICA GLOBAL SOLUTIONS USA, INC., FL$33M97
DUTY FREE AMERICAS, INC. RETIREMENT SAVINGS PLANDUTY FREE AMERICAS, INC., FL$30M1,257
FONTAINEBLEAU FLORIDA HOTEL 401(K) PLANFONTAINEBLEAU DEVELOPMENT LLC, FL$29M882
INTERNATIONAL SHIPHOLDING CORPORATION RETIREMENT PLANINTERNATIONAL SHIPHOLDING CORPORATION, FL$27M5
ISO POLY FILMS, INC. 401(K) RETIREMENT PLANISO POLY FILMS, INC., FL$24M657
F&E AIRCRAFT MAINTENANCE 401(K) PLANF&E AIRCRAFT MAINTENANCE MIAMI, LLC, FL$19M1,283
KEY LAKES NON-CONTRIBUTORY PENSION PLANKEY LAKES, INC., PA$19M50
GAUMARD SCIENTIFIC 401(K) PLANGAUMARD SCIENTIFIC COMPANY INC., FL$15M495
ALTMAN COMPANIES 401K PLANTHE ALTMAN COMPANIES, LLC, FL$10M68

Showing top 20 of 34 plans serviced in 2024.

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