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 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $106M | 3,578 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CO | $100M | 601 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $73M | 7,415 |
| 401(k) Retirement Plan | Technology Sponsor, WA | $72M | 442 |
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