JLK Rosenberger, LLP

Employee Benefit Plan Auditor

Irvine, CA

About JLK Rosenberger, LLP

<p>Known for insurance-focused audits and fast partner access, JLK Rosenberger, LLP is a CPA firm that also handles retirement plan audit work. Founded in 1991, the firm has about 65 employees and is headquartered in Irvine in Orange County, serving clients across the greater Los Angeles area.</p> <p>The firm also has offices in Dallas, giving it reach into North Texas alongside its Southern California presence. JLK Rosenberger offers accounting, tax, audit, and consulting services, with established practices in insurance accounting, construction accounting, and outsourced accounting.</p> <p>JLK Rosenberger has been named a Top 400 Firm by Inside Public Accounting and is a major auditor of insurance entities. It also received the 2025 Best of Accounting Award for client service, with a Net Promoter Score reported as more than double the industry average.</p> <ul> <li>ERISA and <a href="/auditors/401k">401(k) auditors</a> services</li> <li>Audit, accounting, and tax support for operating companies</li> <li>Insurance accounting and insurance entity audit work</li> <li>Construction accounting</li> <li>Outsourced accounting and finance support</li> </ul>

Website: https://jlkrosenberger.com/

Founded: 1991

Employees: 65

Office Locations

  • Irvine, CA (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 48
  • Total AUM Audited: $870.1M
  • 401(k): 48 plans, $870.1M 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
JONESTRADING INSTITUTIONAL SERVICES LLC 401(K) PLANJONESTRADING INSTITUTIONAL SERVICES LLC, CA$107M175
TRISTAR RISK MANAGEMENT, INC. 401(K) PLANTRISTAR RISK MANAGEMENT, INC., CA$75M762
IBI GROUP 401(K) PLANIBI GROUP, CA$62M611
WESTFALL TECHNIK, INC. 401(K) PLANWESTFALL TECHNIK, LLC, AZ$56M895
LIVING SPACES FURNITURE, LLC 401(K) PLANLIVING SPACES FURNITURE, LLC, CA$54M3,571
NIPPON LIFE GROUP 401(K) PLANNIPPON LIFE GROUP, NY$51M148
SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401(K) PROFIT SHARING PLANSAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC., CA$40M311
LIFECARE ASSURANCE COMPANY 401(K) PLANLIFECARE ASSURANCE COMPANY, CA$39M247
THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLANMCGRAW INSURANCE SERVICES, LP, CA$36M185
AVETTA, LLC 401(K) PLANAVETTA, LLC, UT$34M516
WESTERN MUTUAL INSURANCE COMPANY PROFIT SHARING / 401(K) PLANWESTERN MUTUAL INSURANCE COMPANY, CA$26M94
NIPPON LIFE GROUP MONEY PURCHASE PLANNIPPON LIFE GROUP, NY$26M147
NIELSEN & BAINBRIDGE, LLC RETIREMENT SAVINGS PLANNIELSEN & BAINBRIDGE, LLC, TX$23M
INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLANCALIFORNIA FAIR PLAN ASSOCIATION, CA$22M231
E&S RING MANAGEMENT CORPORATION 401(K) PLANE&S RING MANAGEMENT CORPORATION, CA$18M263
SPMB LLC 401K PLANSPMB LLC, CA$16M59
FUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION RETIREMENT SAVINGS PLANFUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION, CA$14M156
MAINTEX, INC. 401(K) PROFIT SHARING PLANMAINTEX, INC., CA$14M160
MARISCO, LTD. 401(K) PLANMARISCO, LTD., HI$9M175
TALA 401(K) PLANINVENTURE CAPITAL CORPORATION, CA$9M120

Showing top 20 of 43 plans serviced in 2024.

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