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 (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
SIERRA NEVADA BREWING 401(K) PLANSIERRA NEVADA BREWING CO., CA$226M1,109
JRE & 4R EMPLOYEE RETIREMENT PLANJRE HOLDINGS, INC., VA$182M1,985
GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLANGREAT PLAINS MANUFACTURING, INCORPORATED, KS$149M2,125
BLUE BEACON, INC. PROFIT SHARING/401(K) PLANBLUE BEACON, INC., KS$147M2,721
RUIZ FOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLANRUIZ FOOD PRODUCTS, INC, CA$121M3,079
THE PSOMAS RETIREMENT SAVINGS PLANPSOMAS, CA$105M774
CUSHING TERRELL 401(K) RETIREMENT PLANCUSHING TERRELL, MT$92M497
MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLANMORRISON-MAIERLE, INC., MT$77M311
PSOMAS EMPLOYEE STOCK OWNERSHIP PLANPSOMAS, CA$74M901
MORRISON-MAIERLE, INC. 401(K) PLANMORRISON-MAIERLE, INC., MT$73M364
INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLANINTERWEST INSURANCE SERVICES, LLC, CA$71M386
HERITAGE TRACTOR 401(K) PLANHERITAGE TRACTOR, INC., KS$61M687
CARROLL COLLEGE 403(B) PLANCARROLL COLLEGE, MT$55M268
CONMAC INVESTMENTS, INC. 401(K) PROFIT SHARING PLANHOLDEN CONNER CONMAC, LLC, AR$55M1,127
SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLANSIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC., CA$52M187
LANDOLL CORPORATION 401(K) PLANLANDOLL COMPANY, LLC, KS$51M776
MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLANMUSCO OLIVE PRODUCTS, INC., CA$49M234
NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANNEIGHBORS & ASSOCIATES, INC., KS$47M283
SUNBELT SOLOMON SERVICES, LLC 401(K) AND PROFIT SHARING PLANSUNBELT SOLOMON SERVICES, LLC, KS$45M1,004
LANDMARK IMPLEMENT, INC. 401(K) PROFIT SHARING PLANLANDMARK IMPLEMENT, INC., NE$45M399

Showing top 20 of 65 plans serviced in 2024.

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