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 (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
JFC INTERNATIONAL INC. SAVINGS AND PROFIT SHARING PLAN JFC INTERNATIONAL INC., CA $175M 710
JONESTRADING INSTITUTIONAL SERVICES LLC 401(K) PLAN JONESTRADING INSTITUTIONAL SERVICES LLC, CA $107M 175
TRISTAR RISK MANAGEMENT, INC. 401(K) PLAN TRISTAR RISK MANAGEMENT, INC., CA $75M 762
IBI GROUP 401(K) PLAN IBI GROUP, CA $62M 611
WESTFALL TECHNIK, INC. 401(K) PLAN WESTFALL TECHNIK, LLC, AZ $56M 895
401(k) Retirement Plan Healthcare Sponsor, CA $54M 3,571
401(k) Retirement Plan Manufacturing Sponsor, NY $51M 148
401(k) Retirement Plan Professional Services Sponsor, CA $40M 311
401(k) Retirement Plan Technology Sponsor, CA $39M 247

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