LSL, LLP

Employee Benefit Plan Auditor

Brea, CA

About LSL, LLP

<p>Founded in 1929, LSL, LLP has been part of the Orange County business community for decades, with its headquarters in Brea in North Orange County near the Los Angeles–Orange County metro area.</p> <p>LSL is a CPA firm that handles assurance, tax, and advisory work for businesses, government entities, and nonprofit organizations. For retirement plan sponsors, this background often translates well to the controls, documentation, and reporting standards needed for plan financial statements and related compliance work.</p> <p>Jocelyn Potter, CPA, is a Partner in the firm’s Assurance &amp; Advisory department. She works with privately held businesses on audit process improvement and internal controls, with an emphasis on practical steps that fit day-to-day operations.</p> <p>LSL’s differentiator is its long operating history in Orange County paired with a dedicated Assurance &amp; Advisory leadership team that stays close to how clients run their organizations.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Financial statement audits and assurance engagements</li> <li>Internal control review and audit process improvement</li> <li>Tax and advisory services for businesses, governments, and nonprofits</li> </ul>

Website: https://lslcpas.com/

Founded: 1929

Office Locations

  • Brea, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 45
  • Total AUM Audited: $2.4B
  • 401(k): 45 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
WESTLAKE SERVICES HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLANWESTLAKE SERVICES HOLDING COMPANY, CA$504M1,803
MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLANMEMORIALCARE MEDICAL GROUP, CA$164M360
TOYOTA OF ORANGE 401(K) PLANDWWTO, CA$135M1,620
ATHENS SERVICES 401(K) PROFIT SHARING PLANATHENS SERVICES, CA$122M2,368
HG 401(K) PLANHANKEY INVESTMENT COMPANY LP, CA$108M3,742
M S INTERNATIONAL, INC. 401(K) PROFIT SHARING PLANM S INTERNATIONAL, INC., CA$100M2,093
FALCK USA, INC. 401(K) PLANFALCK USA, INC., CA$82M2,757
HARRINGTON INDUSTRIAL PLASTICS 401(K) PLANHARRINGTON INDUSTRIAL PLASTICS, LLC, CA$79M988
CAMBRO MANUFACTURING COMPANY EMPLOYEES 401(K) RETIREMENT PLANCAMBRO MANUFACTURING COMPANY, CA$70M859
ANNADEL MEDICAL GROUP 401(K) PLANANNADEL MEDICAL GROUP, INC., CA$53M
E-TIMES CORPORATION 401(K) PLANE-TIMES CORPORATION, CA$50M101
CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLANCSI ELECTRICAL CONTRACTORS, INC., CA$44M283
VORTEX EMPLOYEES 401(K) PLANVORTEX INDUSTRIES, LLC, CA$37M1,040
NOARUS AUTO GROUP 401(K) PLANNOARUS TGG DBA TOYOTA PLACE, CA$28M350
CHEST AND CRITICAL CARE CONSULTANTS, A MEDICAL GROUP PROFIT SHARING PLANCHEST AND CRITICAL CARE CONSULTANTS, A.M.G., INC., CA$25M75
THE UPPER DECK COMPANY 401(K) PLANTHE UPPER DECK COMPANY, CA$23M352
THE DAY-LEE FOODS, INC. SAVINGS PLANTHE DAY-LEE FOODS, INC., CA$22M449
MISSION CLOUD SERVICES, INC. 401(K) PLANMISSION CLOUD SERVICES, INC., CA$19M190
PROGRESSIVE PRODUCE LLC 401K PLANPROGRESSIVE PRODUCE LLC, CA$16M227
JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLANJONES LUMBER COMPANY, INC, CA$15M136

Showing top 20 of 53 plans serviced in 2024.

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