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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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 |
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