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