About PLANTE & MORAN, PLLC
<p>Founded in 1924, Plante & Moran, PLLC is a certified public accounting firm that also provides business advisory services.</p> <p>The firm handles audit work alongside accounting and tax services, with additional offerings that include investment banking, wealth management, and international business consulting.</p> <p>For retirement plan sponsors, its audit team supports plan reporting needs and works with organizations that want an experienced accounting firm with a broad set of in-house services under one roof.</p> <ul> <li>Employee benefit plan audits (including <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Financial statement audit services</li> <li>Tax preparation and tax consulting</li> <li>Investment banking advisory</li> <li>Wealth management services</li> </ul>
Website: https://www.plantemoran.com/
Founded: 1924
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2025)
- Total Plans Audited: 1,216
- Total AUM Audited: $158.8B
- 401(k): 1,216 plans, $158.8B 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 |
|---|---|---|---|
| THE LILLY EMPLOYEE 401(K) PLAN | ELI LILLY AND COMPANY, IN | $13.0B | 21,803 |
| THE LILLY RETIREMENT PLAN | ELI LILLY AND COMPANY, IN | $11.8B | 21,629 |
| 3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN | 3M COMPANY, MN | $10.6B | 21,780 |
| 3M EMPLOYEE RETIREMENT INCOME PLAN | 3M COMPANY, MN | $8.2B | 6,472 |
| BOSCH SAVINGS INCENTIVE PLAN | ROBERT BOSCH LLC, IL | $4.6B | 14,168 |
| 401(k) Retirement Plan | Healthcare Sponsor, IL | $4.4B | 10,023 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MA | $4.4B | 13,738 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $3.9B | 36,460 |
| 401(k) Retirement Plan | Technology Sponsor, MI | $3.7B | 3,267 |
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