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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | CARNIVAL CORPORATION, FL | $501M | 3,725 |
| NCLC 401(K) PLAN | NCL BAHAMAS LTD., FL | $330M | 4,828 |
| POWER SYSTEMS MFG., LLC 401(K) PLAN | POWER SYSTEMS MFG., LLC, FL | $134M | 510 |
| GABLES ENGINEERING, INC. 401(K) PLAN | GABLES ENGINEERING, INC., FL | $94M | 238 |
| BERGER SINGERMAN, LLP 401(K) AND PROFIT-SHARING PLAN | BERGER SINGERMAN, LLP, FL | $69M | 159 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $62M | 170 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $61M | 274 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $57M | 810 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $56M | 317 |
🔒 Want to unlock and download Berkowitz Pollack Brant's client list?
Subscribe to Basic or Premium today to reveal and download all 33 client plans.
Subscribe Today