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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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