Whitley Penn LLP

Employee Benefit Plan Auditor

Fort Worth, TX

About Whitley Penn LLP

<p>From its Fort Worth roots in the Dallas–Fort Worth metro, Whitley Penn LLP is a public accounting firm that handles employee benefit plan audit work for retirement plans.</p> <p>Founded in 1986 and headquartered in Fort Worth, the firm has about 800 employees. Sponsors and plan fiduciaries use Whitley Penn for audit support tied to retirement plan reporting and compliance needs.</p> <p>What sets Whitley Penn apart is its depth of resources for plan audits while keeping decision-making local to its Fort Worth headquarters.</p> <p>Common work performed by firms like this includes:</p> <ul> <li>Employee benefit plan audits for qualified retirement plans</li> <li>Audit documentation and support for plan administrators and recordkeepers</li> <li>Financial statement audit services related to retirement plan reporting</li> <li>Help addressing auditor requests and plan audit timelines</li> </ul>

Website: https://whitleypenn.com

Founded: 1986

Employees: 800

Office Locations

  • Fort Worth, TX (Headquarters)
  • Fort Worth, TX

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 247
  • Total AUM Audited: $36.2B
  • 401(k): 247 plans, $36.2B AUM

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