Yulishana, Inc.

Employee Benefit Plan Auditor

San Jose, CA

About Yulishana, Inc.

<p>Focused exclusively on employee benefit plan audits, Yulishana, Inc. has worked in this niche since 1986.</p> <p>Headquartered in San Jose in the heart of Silicon Valley, the firm supports plan sponsors across the Bay Area and beyond with audit services for retirement plans that require an independent CPA opinion.</p> <p>Yulishana is a member of the AICPA Employee Benefit Plan Audit Quality Center, which sets practice standards and resources for firms that perform these audits. That membership, combined with the firm’s single-focus practice, is a key difference for organizations that want an auditor that spends its time on benefit plans rather than general accounting work.</p> <ul> <li>Employee benefit plan audit-only CPA firm</li> <li><a href="/auditors/401k">401(k) auditors</a> and 403(b) plan audits</li> <li>Founded in 1986</li> <li>Headquarters in San Jose, California (Silicon Valley)</li> <li>Member, AICPA Employee Benefit Plan Audit Quality Center</li> </ul>

Website: https://yulishana.com/

Founded: 1986

Office Locations

  • San Jose, CA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 33
  • Total AUM Audited: $813.8M
  • 401(k): 33 plans, $813.8M 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 VALVE CORPORATION 401K PLAN AND TRUST VALVE CORPORATION, WA $291M 357
LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN LYONS MAGNUS, LLC, CA $54M 898
ALECTOR LLC RETIREMENT TRUST ALECTOR, LLC, CA $34M 238
LTK 401(K) PLAN REWARDSTYLE, INC. D/B/A LTK, TX $33M 587
YOUGOV AMERICA INC 401(K) PLAN AND TRUST YOUGOV AMERICA INC., CA $33M 317
401(k) Retirement Plan Healthcare Sponsor, CA $30M 210
401(k) Retirement Plan Manufacturing Sponsor, CA $25M 248
401(k) Retirement Plan Professional Services Sponsor, CA $25M 198
401(k) Retirement Plan Technology Sponsor, CA $24M 217

🔒 Want to unlock and download Yulishana, Inc.'s client list?

Subscribe to Basic or Premium today to reveal and download all 37 client plans.

Subscribe Today
Are you with Yulishana, Inc.? Claim your profile to unlock and display all 37 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in CA