Pension Assurance LLP

Employee Benefit Plan Auditor

Woodland Hills, CA

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).

PlanSponsorAssetsParticipants
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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