About KBFalk, PLLC
<p>Founded in 2015, KBFalk, PLLC focuses on employee benefit plan audits for organizations across the San Antonio–Austin corridor. The firm is based in San Antonio and handles audit and consulting work for employee benefit plans.</p> <p>The practice is led by Kelli Blount Falk, CPA, CISA, and CIA. Her background includes work at a Big Four public accounting firm and a Fortune 200 company, which informs the firm’s approach to plan auditing and related control work.</p> <p>KBFalk provides financial statement audits, internal control reviews, IT General Controls (ITGC) reviews, internal audit outsourcing, and business process consulting. A key differentiator is the combination of benefit plan audit work with ITGC review experience under the same firm.</p> <p>KBFalk is a Member Firm in the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC). For service inquiries, call Kelli Blount Falk at (210) 391-3484.</p> <ul> <li>Employee benefit plan financial statement audits</li> <li>Internal control reviews</li> <li>IT General Controls (ITGC) reviews</li> <li>Internal audit outsourcing</li> <li>Business process consulting</li> </ul>
Website: https://kbfalk.com/
Founded: 2015
Office Locations
- San Antonio, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $275.0M
- 401(k): 7 plans, $275.0M 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 |
|---|---|---|---|
| SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAILPOINT TECHNOLOGIES, INC., TX | $195M | 1,592 |
| SOUTH TEXAS ONCOLOGY & HEMATOLOGY, PLLC 401(K) PROFIT SHARING PLAN | SOUTH TEXAS ONCOLOGY & HEMATOLOGY, PLLC, TX | $45M | 324 |
| LIQUID ENVIRONMENTAL SOLUTIONS & AFFILIATES 401(K) PROFIT SHARING PLAN | LIQUID ENVIRONMENTAL SOLUTIONS CORPORATION, TX | $19M | 912 |
| SUMMITT ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST | SUMMITT ENTERPRISES INC, OR | $12M | 69 |
| REYES AUTOMOTIVE GROUP 401(K) PLAN | REYES AUTOMOTIVE GROUP II, LLC, TX | $6M | 614 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $4M | 946 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $3M | 208 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $994,215 | 52 |
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