About Lee CPA Audit Group
<p>Focused exclusively on 401(k) plan audits, Lee CPA Audit Group works with plan sponsors that need a firm built for ERISA employee benefit plan audit requirements.</p> <p>Based in Folsom in the Sacramento metro area, this CPA firm handles <a href="/auditors/401k">401(k) auditors</a> work as its only service line. The firm is led by principal auditor Sung Min Lee, who oversees the audit process and the ERISA compliance details that come with employee benefit plan engagements.</p> <p>Plan sponsors use Lee CPA Audit Group for audit fieldwork, financial statement support, and the documentation needed for a retirement plan audit. The firm’s narrow focus on 401(k) audits helps keep the process organized and consistent from planning through final deliverables.</p> <p>Lee CPA Audit Group’s office is located at 1024 Iron Point Rd, Folsom, CA. Phone: (916) 347-7855.</p> <ul> <li>Retirement plan audit services focused on 401(k) plans</li> <li>ERISA employee benefit plan audit work</li> <li>Led by principal auditor Sung Min Lee</li> <li>Sacramento-area firm based in Folsom, California</li> </ul>
Website: https://leecpagroup.com/
Office Locations
- Folsom, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 387
- Total AUM Audited: $5.6B
- 401(k): 387 plans, $5.6B 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 |
|---|---|---|---|
| HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HARBOR LINX, INC., CA | $205M | 174 |
| NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | NORTH EAST MEDICAL SERVICES, CA | $175M | 1,096 |
| IRHYTHM TECHNOLOGIES 401(K) PLAN | IRHYTHM TECHNOLOGIES, CA | $133M | 1,762 |
| 401(K) PROFIT SHARING PLAN OF PACIFIC CLINICS | PACIFIC CLINICS, CA | $127M | 2,308 |
| RMS EASYPLAN | ACCESS PLANS, LLC, TX | $122M | 3,738 |
| CRESTWOOD 401(K) PLAN | CRESTWOOD BEHAVIORAL HEALTH, INC., CA | $106M | 3,578 |
| CONGA CORPORATION 401(K) PLAN | CONGA CORPORATION, CO | $100M | 601 |
| ACCESS POOLED EMPLOYER PLAN- SERIES II | ACCESS PLANS LLC, TX | $73M | 7,415 |
| EDIFECS 401(K) PLAN | EDIFECS INC, WA | $72M | 442 |
| MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | MUTUAL OF OMAHA MORTGAGE, INC., CA | $68M | 1,340 |
| PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC., CA | $64M | 154 |
| PLUS COMPANY 401(K) PLAN | PLUS COMPANY U.S. INC., NY | $62M | 376 |
| PLANET LABS 401(K) PLAN | PLANET LABS PBC, CA | $58M | 511 |
| CODEXIS, INC. 401(K) PLAN | CODEXIS, INC., CA | $56M | 193 |
| PHYNET DERMATOLOGY, LLC 401(K) PLAN | PHYNET DERMATOLOGY, LLC, TN | $55M | 1,446 |
| AMERICAN SEAFOODS GROUP 401(K) PLAN | AMERICAN SEAFOODS GROUP, LLC., WA | $54M | 989 |
| HI-TEMP INSULATION SAVINGS AND RETIREMENT PLAN | HI-TEMP INSULATION, INC., CA | $50M | 506 |
| PLANET LABS, INC. 401(K) PLAN | PLANET LABS, INC., CA | $45M | 472 |
| RETIREMENT AND SAVINGS PLAN FOR EMPLOYEES OF NIKKO HOTELS | HOTEL NIKKO (USA), INC., CA | $45M | 218 |
| SACRAMENTO BASKETBALL HOLDINGS RETIREMENT PLAN | SACRAMENTO BASKETBALL HOLDINGS, CA | $44M | 609 |
Showing top 20 of 425 plans serviced in 2025.