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