K Financial

Employee Benefit Plan Auditor

Louisville, CO

About K Financial

<p>Founded in 2003, K Financial is a CPA firm based in Louisville in the Boulder–Denver metro area. The firm handles audit and advisory work for clients in the U.S. and abroad, with a focus on assurance services tied to controls and benefit plans.</p> <p>K Financial’s work includes SOC audits and employee benefit plan audits, including ERISA plan audit work for retirement plans. It also provides SOX 404 advisory services related to internal control over financial reporting.</p> <p>Partner Lonny Leinweber has been with the firm since 2006 and runs K Financial’s employee benefit plan audit and SOX 404 advisory practices. He brings more than 15 years of audit experience and emphasizes integrity, professional ethics, and technical accuracy in day-to-day client work.</p> <p>One point that sets K Financial apart is its mix of SOC reporting, SOX 404 advisory, and benefit plan audit work under one team. More information is available at <a href="https://kfinancial.com/">kfinancial.com</a>.</p> <ul> <li>Employee benefit plan audits (ERISA) by <a href="/auditors/401k">401(k) auditors</a></li> <li>SOC audits (SOC 1 / SOC 2)</li> <li>SOX 404 advisory and internal control support</li> <li>CPA audit and advisory services for U.S. and global organizations</li> </ul>

Website: https://kfinancial.com/

Founded: 2003

Office Locations

  • Louisville, CO

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 24
  • Total AUM Audited: $3.9B
  • 401(k): 24 plans, $3.9B 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
ARCADIS U.S., INC. RETIREMENT SAVINGS PLAN ARCADIS U.S., INC., CO $2.3B 7,359
HENSEL PHELPS SALARY RETIREMENT PLAN HENSEL PHELPS CONSTRUCTION CO., CO $646M 3,720
EMPLOYEE 401(K) THRIFT PLAN OF PCL CONSTRUCTION ENTERPRISES, INC. PCL CONSTRUCTION ENTERPRISES, INC., CO $349M 1,900
WASATCH ADVISORS, LP DEFERRED PROFIT SHARING PLAN AND TRUST WASATCH ADVISORS, LP, UT $120M 97
RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN RENEWABLE ENERGY SYSTEMS AMERICAS INC., CO $85M 1,300
401(k) Retirement Plan Healthcare Sponsor, CO $60M 1,366
401(k) Retirement Plan Manufacturing Sponsor, CO $57M 1,356
401(k) Retirement Plan Professional Services Sponsor, CO $51M 420
401(k) Retirement Plan Technology Sponsor, CA $49M 1,247

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