Hallowell 401(k) Assurance, LLC

Employee Benefit Plan Auditor

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).

PlanSponsorAssetsParticipants
VIRGIN PULSE, INC. 401(K) PLANVIRGIN PULSE, INC., RI$156M2,337
EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUSTEIGHT ELEVEN GROUP, LLC., IN$96M4,241
HEALTHCOMP 401(K) PLANHEALTHCOMP, LLC, CA$51M1,268
MASTERY LOGISTICS SYSTEMS, INC. 401(K) PLANMASTERY LOGISTICS SYSTEMS, INC., IL$36M490
GRIECO AUTOMOTIVE MANAGEMENT 401(K) PLANGRIECO AUTOMOTIVE MANAGEMENT LLC, FL$35M784
SOCURE INC. 401(K) PLANSOCURE INC., NV$31M313
JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLANJACOB STERN & SONS, INC., CA$27M96
REMARKABLE FOODS, INC. 401(K) PLANREMARKABLE FOODS, INC., NY$23M2,005
PLATFORM ACCOUNTING GROUP 401(K) PLANPT&C GROUP LLC, UT$23M728
GASTROENTEROLOGY ASSOCIATES 401 ( K ) PLANGASTROENTEROLOGY ASSOCIATES CLINICAL PRACTICE PLLC, WA$20M93
CHECKMARX INC 401 K PROFIT SHARING PLAN TRUSTCHECKMARX INC, NJ$16M156
OURA RING INC 401(K) PLANOURARING INC., CA$16M364
ALUMNI VENTURES 401(K) PLANALUMNI VENTURES GROUP, LLC, NH$15M117
ROCKY MOUNTAIN EYE CENTER, INC. 401(K) PROFIT SHARING PLANROCKY MOUNTAIN EYE CENTER, INC., CO$12M114
THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLANIT WORKS MARKETING, INC., FL$11M111
COMMAND WEB OFFSET COMPANY, INC. A MISSOURI CORPORATION NON-UNION 401(K) PROFIT SHARING PLANCOMMAND WEB OFFSET COMPANY, INC., A MISSOURI CORPORATION, NJ$11M134
DRUMMOND PRESS INC 401(K) PROFIT SHARING PLAN & TRUSTDRUMMOND PRESS INC, FL$10M200
WESTERN GLOBAL AIRLINES 401(K) PROFIT SHARING PLANWESTERN GLOBAL AIRLINES, INC., FL$10M290
BRIGHT POWER, INC. 401(K) PLANBRIGHT POWER, INC., NY$9M139
SYNDIO SOLUTIONS, INC. 401(K) PLANSYNDIO SOLUTIONS, INC., WA$9M144

Showing top 20 of 42 plans serviced in 2024.