LaPadula, Carlson + Co.

Employee Benefit Plan Auditor

Coral Gables, FL

About LaPadula, Carlson + Co.

<p>Managing Partner Sharon Carlson has led more than two hundred single- and multi-employer plan audits, and that hands-on audit background shapes how LaPadula, Carlson + Co. approaches employee benefit plan work.</p> <p>Based in Coral Gables in the Miami–Fort Lauderdale metro area, the firm is an independent public accounting and consulting practice that works with commercial businesses, construction contractors, employee benefit plans, labor unions, not-for-profit organizations, and individuals.</p> <p>For plan sponsors and administrators, the firm provides <a href="/auditors/401k">401(k) auditors</a> and other employee benefit plan audit services, along with related support that ties into payroll and benefits. Sharon Carlson, CPA, also oversees the firm’s forensic accounting services and its tax practice.</p> <p>What sets the firm apart is that its employee benefit plan audit work is led by a managing partner who also runs the firm’s forensic and tax functions, which can help coordinate audit, tax, and investigative needs under one roof.</p> <ul> <li>Employee benefit plan audits (single- and multi-employer plans)</li> <li>Forensic accounting services</li> <li>Tax practice services</li> <li>Accounting and consulting services</li> <li>Benefits and payroll-related support</li> </ul>

Website: https://www.lapadula.com/

Office Locations

  • Coral Gables, FL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 25
  • Total AUM Audited: $2.4B
  • 401(k): 25 plans, $2.4B 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
SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FUNDBOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION F, TN$1.2B51,643
STEAMFITTERS' INDUSTRY SUPPLEMENTAL RETIREMENT FUNDBOARD OF TRUSTEES STEAMFITTERS' INDUSTRY SUPPLEMENTAL RETIREMENT, NY$724M3,555
STEAMFITTERS INDUSTRY PENSION FUNDBOARD OF TRUSTEES STEAMFITTERS INDUSTRY PENSION FUND, NY$460M1,980
FLORIDA CARPENTERS PENSION PLANTRUSTEES OF THE FLORIDA CARPENTERS PENSION PLAN, TN$315M1,821
SOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUSTSOUTHERN STATES SAVINGS & RETIREMENT PLAN TRUST, FL$193M13,898
PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION NO. 630 PENSION - ANNUITY TRUST FUNDTRUSTEES OF THE PENSION PLAN OF THE PLUMBERS & PIPEFITTERS LOCAL UNION, FL$158M775
ELECTRICIANS LOCAL UNION NO. 606 PENSION-ANNUITY FUNDTRUSTEES OF ELECTRICIANS LOCAL UNION NO. 606 PENSION-ANNUITY FUND, TN$91M1,850
FLORIDA UBC SUPPLEMENTAL PENSION PLANTRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN, TN$82M6,292
PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUNDTRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUND, FL$71M234
PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEFINED CONTRIBUTION PLANTHE BOARD OF TRUSTEES OF PLUMBERS AND PIPEFITTERS OF THE CAROLINAS DEF, FL$62M1,335
FLORIDA MULTIEMPLOYER 401(K) PLANFLORIDA MULTIEMPLOYER 401(K) PLAN, TN$27M1,023
DAILY MANAGEMENT 401(K) PROFIT SHARING PLANDAILY MANAGEMENT, INC., FL$15M640

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