About Cliftonlarsonallen LLP
<p>Formed in 2012 through the merger of Clifton Gunderson LLP and LarsonAllen LLP, CliftonLarsonAllen LLP (CLA) is an audit firm with a large employee benefit plan practice.</p> <p>Headquartered in Akron in Northeast Ohio, CLA has offices that reach into the Midwest and Southwest, including locations in Saint Louis, Swansea (Metro East Illinois), and Albuquerque. The firm has 8,800 employees and operates through more than 130 offices nationwide.</p> <p>CLA reports that it performs the most benefit plan audits in the country based on U.S. Department of Labor rankings. It is a member of the AICPA’s Center for Public Company Audit Firms and the Employee Benefit Plan Audit Quality Center. One differentiator is the combination of a high-volume benefit plan audit practice with a broad national office footprint.</p> <p>For plan sponsors, CLA handles both retirement and health and welfare plan needs, and it also offers investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.</p> <ul> <li><a href="/auditors/401k">401(k) auditors</a> and other employee benefit plan audits (ERISA and non-ERISA)</li> <li>Form 5500 preparation</li> <li>ACA reporting</li> <li>ESOP consulting</li> <li>Audit, tax, consulting, and wealth advisory services</li> </ul>
Website: https://www.claconnect.com/en/services/employee-benefit-plans
Founded: 2012
Employees: 8800
Office Locations
- Akron, OH (Headquarters)
- Albuquerque, NM
- Saint Louis, MO
- Swansea, IL
- Albuquerque, NM
Accreditations & Certifications
- Other
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 3,291
- 401(k): 3,291 plans
Plans Serviced (2025)
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 |
|---|---|---|---|
| 401(K) PENSION PLAN | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA | $16.7B | 61,593 |
| RETIREMENT SECURITY PLAN | NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION, VA | $11.5B | 56,128 |
| 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | 3M COMPANY, MN | $10.6B | 21,780 |
| ADVOCATE AURORA HEALTH 401(K) PLAN | ADVOCATE AURORA HEALTH, INC, WI | $10.5B | 83,445 |
| PARKER RETIREMENT SAVINGS PLAN | PARKER HANNIFIN CORPORATION, OH | $9.0B | 28,729 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $8.7B | 209,337 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MN | $8.2B | 6,472 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $7.4B | 27,660 |
| 401(k) Retirement Plan | Technology Sponsor, CA | $7.3B | 13,400 |
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