# JLK Rosenberger, LLP
Source: https://planprovider.pro/provider/jlk-rosenberger-llp

> 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,…

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/](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).

| Plan|Sponsor|Assets|Participants|

| 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|

| LIVING SPACES FURNITURE, LLC 401(K) PLAN|LIVING SPACES FURNITURE, LLC, CA|$54M|3,571|

| NIPPON LIFE GROUP 401(K) PLAN|NIPPON LIFE GROUP, NY|$51M|148|

| SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC. DBA ARROWHEAD ORTHOPAEDICS 401(K) PROFIT SHARING PLAN|SAN BERNARDINO MEDICAL ORTHOPAEDIC GROUP, INC., CA|$40M|311|

| LIFECARE ASSURANCE COMPANY 401(K) PLAN|LIFECARE ASSURANCE COMPANY, CA|$39M|247|

| THE MCGRAW GROUP OF AFFILIATED COMPANIES 401(K) PLAN|MCGRAW INSURANCE SERVICES, LP, CA|$36M|185|

| AVETTA, LLC 401(K) PLAN|AVETTA, LLC, UT|$34M|516|

| WESTERN MUTUAL INSURANCE COMPANY PROFIT SHARING / 401(K) PLAN|WESTERN MUTUAL INSURANCE COMPANY, CA|$26M|94|

| NIPPON LIFE GROUP MONEY PURCHASE PLAN|NIPPON LIFE GROUP, NY|$26M|147|

| NIELSEN & BAINBRIDGE, LLC RETIREMENT SAVINGS PLAN|NIELSEN & BAINBRIDGE, LLC, TX|$23M|—|

| INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN|CALIFORNIA FAIR PLAN ASSOCIATION, CA|$22M|231|

| E&S RING MANAGEMENT CORPORATION 401(K) PLAN|E&S RING MANAGEMENT CORPORATION, CA|$18M|263|

| SPMB LLC 401K PLAN|SPMB LLC, CA|$16M|59|

| FUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION RETIREMENT SAVINGS PLAN|FUTEK ADVANCED SENSOR TECHNOLOGY INCORPORATION, CA|$14M|156|

| MAINTEX, INC. 401(K) PROFIT SHARING PLAN|MAINTEX, INC., CA|$14M|160|

| MARISCO, LTD. 401(K) PLAN|MARISCO, LTD., HI|$9M|175|

| TALA 401(K) PLAN|INVENTURE CAPITAL CORPORATION, CA|$9M|120|

Showing top 20 of 43 plans serviced in 2024.

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