Cliftonlarsonallen LLP

Employee Benefit Plan Auditor

Akron, OH

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).

PlanSponsorAssetsParticipants
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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