# Kcoe Isom, LLP
Source: https://planprovider.pro/provider/kcoe-isom-llp

> 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 Californ…

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](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).

| 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|

| THE PSOMAS RETIREMENT SAVINGS PLAN|PSOMAS, CA|$105M|774|

| CUSHING TERRELL 401(K) RETIREMENT PLAN|CUSHING TERRELL, MT|$92M|497|

| MORRISON-MAIERLE, INC. EMPLOYEE STOCK OWNERSHIP PLAN|MORRISON-MAIERLE, INC., MT|$77M|311|

| PSOMAS EMPLOYEE STOCK OWNERSHIP PLAN|PSOMAS, CA|$74M|901|

| MORRISON-MAIERLE, INC. 401(K) PLAN|MORRISON-MAIERLE, INC., MT|$73M|364|

| INTERWEST INSURANCE SERVICES, LLC 401(K) PROFIT SHARING PLAN|INTERWEST INSURANCE SERVICES, LLC, CA|$71M|386|

| HERITAGE TRACTOR 401(K) PLAN|HERITAGE TRACTOR, INC., KS|$61M|687|

| CARROLL COLLEGE 403(B) PLAN|CARROLL COLLEGE, MT|$55M|268|

| CONMAC INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN|HOLDEN CONNER CONMAC, LLC, AR|$55M|1,127|

| SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN|SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC., CA|$52M|187|

| LANDOLL CORPORATION 401(K) PLAN|LANDOLL COMPANY, LLC, KS|$51M|776|

| MUSCO FAMILY OLIVE CO. 401(K) AND PROFIT SHARING PLAN|MUSCO OLIVE PRODUCTS, INC., CA|$49M|234|

| NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN|NEIGHBORS & ASSOCIATES, INC., KS|$47M|283|

| SUNBELT SOLOMON SERVICES, LLC 401(K) AND PROFIT SHARING PLAN|SUNBELT SOLOMON SERVICES, LLC, KS|$45M|1,004|

| LANDMARK IMPLEMENT, INC. 401(K) PROFIT SHARING PLAN|LANDMARK IMPLEMENT, INC., NE|$45M|399|

Showing top 20 of 65 plans serviced in 2024.

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