About Hallowell 401(k) Assurance, LLC
<p>Focused exclusively on 401(k) plan audits, Hallowell 401(k) Assurance, LLC works with sponsors that want a straightforward audit process and clear deliverables.</p> <p>As a specialist <a href="/auditors/401k">401(k) auditor</a>, the firm handles 401(k) audits and other employee benefit plan audits with an emphasis on accuracy and on-time completion. This helps plan sponsors stay on track with filing requirements and reduce the risk of penalties.</p> <p>What sets Hallowell 401(k) Assurance apart is its single-focus audit practice: the firm concentrates on 401(k) plans rather than splitting time across unrelated audit work, which can simplify coordination for busy finance and HR teams.</p> <ul> <li>401(k) plan audits</li> <li>Employee benefit plan audits</li> <li>Timely audit scheduling and completion</li> <li>Audit reports and documentation for plan filings</li> </ul>
Website: https://401kauditor.com/
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 39
- Total AUM Audited: $645.9M
- 401(k): 39 plans, $645.9M 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 |
|---|---|---|---|
| VIRGIN PULSE, INC. 401(K) PLAN | VIRGIN PULSE, INC., RI | $156M | 2,337 |
| EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | EIGHT ELEVEN GROUP, LLC., IN | $96M | 4,241 |
| HEALTHCOMP 401(K) PLAN | HEALTHCOMP, LLC, CA | $51M | 1,268 |
| MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLAN | MASTERY LOGISTICS SYSTEMS, INC., IL | $36M | 490 |
| GRIECO AUTOMOTIVE MANAGEMENT 401(K) PLAN | GRIECO AUTOMOTIVE MANAGEMENT LLC, FL | $35M | 784 |
| 401(k) Retirement Plan | Healthcare Sponsor, NV | $31M | 313 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $27M | 96 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $23M | 2,005 |
| 401(k) Retirement Plan | Technology Sponsor, UT | $23M | 728 |
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