PLANTE & MORAN, PLLC

Employee Benefit Plan Auditor

About PLANTE & MORAN, PLLC

<p>Founded in 1924, Plante &amp; 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).

PlanSponsorAssetsParticipants
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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