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 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

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