Kcoe Isom, LLP

Employee Benefit Plan Auditor

Chico, CA

About Kcoe Isom, LLP

<p>Founded in 1932, KCoe Isom, LLP operates under the public-facing Pinion brand and employs 375 people. The firm is headquartered in Chico in Northern California, with its main office at 3013 Ceres Avenue.</p> <p>KCoe Isom, LLP is a national CPA firm with offices across the United States and works with domestic and international clients. It is listed as a Top 100 Firm by INSIDE Public Accounting.</p> <p>For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm handles attest work through KCoe Isom, LLP and related advisory work through Pinion and its Pinion Advisory division. Pinion Advisory also supports clients in the U.S. and Australia.</p> <p>What sets the firm apart is its structure: audit and attest services run through KCoe Isom, LLP, while consulting and advisory work is organized under the Pinion name.</p> <ul> <li>Audit and assurance (attest) services</li> <li>Consulting through the Pinion brand</li> <li>Pinion Advisory services in the U.S. and Australia</li> <li>National footprint with headquarters in Chico, California</li> </ul>

Website: http://www.pinionglobal.com

Founded: 1932

Employees: 375

Office Locations

  • Chico, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 71
  • Total AUM Audited: $2.5B
  • 401(k): 71 plans, $2.5B 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).

PlanSponsorAssetsParticipants
SIERRA NEVADA BREWING 401(K) PLAN SIERRA NEVADA BREWING CO., CA $226M 1,109
JRE & 4R EMPLOYEE RETIREMENT PLAN JRE HOLDINGS, INC., VA $182M 1,985
GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN GREAT PLAINS MANUFACTURING, INCORPORATED, KS $149M 2,125
BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN BLUE BEACON, INC., KS $147M 2,721
RUIZ FOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN RUIZ FOOD PRODUCTS, INC, CA $121M 3,079
401(k) Retirement Plan Healthcare Sponsor, CA $105M 774
401(k) Retirement Plan Manufacturing Sponsor, MT $92M 497
401(k) Retirement Plan Professional Services Sponsor, MT $77M 311
401(k) Retirement Plan Technology Sponsor, CA $74M 901

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