About Pension Assurance LLP
<p>Founded in 2014, Pension Assurance LLP focuses on one thing: Employee Benefit Plan audits. The firm is based in Woodland Hills in the west San Fernando Valley, serving retirement plan sponsors across the Greater Los Angeles area.</p> <p>Pension Assurance LLP is a public accounting firm that performs EBP audits for 401(k), 403(b), and defined benefit plans. Because it operates as a single-service audit practice, its time and staff stay centered on plan audit work rather than split across tax or general accounting services.</p> <p>Plan sponsors that want a straightforward process often look for a firm that keeps scope tight and turnaround predictable. Pension Assurance LLP emphasizes efficient audits and competitive fees, with an approach aimed at reducing back-and-forth during fieldwork.</p> <p>For questions about scheduling and the audit process, contact Nathan Johnston.</p> <ul> <li>Employee Benefit Plan audit firm founded in 2014</li> <li>Specializes in <a href="/auditors/401k">401(k) auditors</a> and other EBP audits</li> <li>Audits for 403(b) and defined benefit retirement plans</li> <li>Headquartered in Woodland Hills, California (Los Angeles metro)</li> <li>Single-service focus: retirement plan audits only</li> </ul>
Website: https://pensionassurance.com/firm-partners/
Founded: 2014
Office Locations
- Woodland Hills, CA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 935
- Total AUM Audited: $35.3B
- 401(k): 935 plans, $35.3B 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 |
|---|---|---|---|
| CITRIX SYSTEMS, INC. 401(K) PLAN | CLOUD SOFTWARE GROUP, INC., FL | $1.6B | 2,051 |
| FRAMATOME INC. 401(K) RETIREMENT PLAN | FRAMATOME INC., VA | $1.3B | 2,350 |
| ADVANCE AUTO PARTS, INC. 401(K) PLAN | ADVANCE STORES COMPANY, INC., VA | $1.1B | 65,131 |
| RADIOLOGY PARTNERS, INC. PARTNER PLAN | RADIOLOGY PARTNERS, INC., TX | $1.0B | 1,428 |
| STAGWELL GLOBAL 401(K) PLAN | STAGWELL GLOBAL LLC, DC | $678M | 6,235 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $676M | 3,345 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CO | $625M | 5,744 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $542M | 1,740 |
| 401(k) Retirement Plan | Technology Sponsor, LA | $427M | 2,040 |
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