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 PLAN WESTLAKE SERVICES HOLDING COMPANY, CA $504M 1,803
MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN MEMORIALCARE MEDICAL GROUP, CA $164M 360
TOYOTA OF ORANGE 401(K) PLAN DWWTO, CA $135M 1,620
ATHENS SERVICES 401(K) PROFIT SHARING PLAN ATHENS SERVICES, CA $122M 2,368
HG 401(K) PLAN HANKEY INVESTMENT COMPANY LP, CA $108M 3,742
401(k) Retirement Plan Healthcare Sponsor, CA $100M 2,093
401(k) Retirement Plan Manufacturing Sponsor, CA $82M 2,757
401(k) Retirement Plan Professional Services Sponsor, CA $79M 988
401(k) Retirement Plan Technology Sponsor, CA $70M 859

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