Forvis Mazars, LLP

Employee Benefit Plan Auditor

Springfield, MO

About Forvis Mazars, LLP

<p>Founded in 2003, Forvis Mazars, LLP is an audit firm with a large global footprint and a broad public accounting practice.</p> <p>With about 40,000 employees, the firm handles audit and assurance work alongside tax, advisory, and consulting services. Retirement plan sponsors often look for auditors that can coordinate plan audit requirements with related accounting and reporting needs.</p> <p>Forvis Mazars is headquartered in Springfield, Missouri, in the Ozarks region of the state. From its Springfield office, the firm works with organizations across the broader Midwest and beyond.</p> <p>What sets Forvis Mazars apart is its scale paired with a menu of services that lets clients keep audit, tax, and advisory work under one roof.</p> <ul> <li>Audit and assurance services, including retirement plan audits</li> <li>Tax services for businesses and organizations</li> <li>Advisory and consulting support tied to accounting and reporting</li> <li>Firm profile: headquartered in Springfield, MO</li> <li>Category: <a href="/auditors/401k">401(k) auditors</a></li> </ul>

Website: https://www.forvismazars.us/about-us

Founded: 2003

Employees: 40000

Office Locations

  • Springfield, MO
  • Springfield, MO (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 2,714
  • Total AUM Audited: $423.6B
  • 401(k): 2,714 plans, $423.6B AUM

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
AT&T RETIREMENT SAVINGS PLAN AT&T INC., TX $43.1B 102,760
AT&T PENSION BENEFIT PLAN AT&T INC., TX $28.3B 93,065
TRANE TECHNOLOGIES EMPLOYEE SAVINGS PLAN (ESP) TRANE TECHNOLOGIES COMPANY LLC, NC $7.5B 21,584
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN WASHINGTON UNIVERSITY IN ST. LOUIS, MO $7.5B 27,547
TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN TAKEDA PHARMACEUTICAL U.S.A., INC., MA $6.2B 23,331
401(k) Retirement Plan Healthcare Sponsor, MO $5.5B 10,567
401(k) Retirement Plan Manufacturing Sponsor, PA $5.0B 15,717
401(k) Retirement Plan Professional Services Sponsor, TX $4.7B 46,788
401(k) Retirement Plan Technology Sponsor, IN $4.5B 40,158

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