About Belfint Lyons & Shuman P.A.
<p>Audit and assurance work is a core part of this CPA firm’s practice, along with business tax, consulting, and Delaware tax planning. Founded in 1923, Belfint Lyons & Shuman P.A. works with organizations that need reliable financial reporting and tax support.</p> <p>Headquartered in Wilmington in the Philadelphia–Wilmington metro area, the firm operates from 1011 Centre Road, Suite 310, Wilmington, DE. It is recognized by INSIDE Public Accounting (IPA) as a Top 300 firm.</p> <p>The team includes professionals such as Maria T. Hurd, CPA, RPA. A practical differentiator is the firm’s depth in Delaware-specific tax planning, which is useful for companies and individuals with Delaware filing and compliance needs.</p> <p>To reach the firm, call 302.225.0600 or visit its website. If you’re comparing options for plan oversight, this firm fits within the broader category of <a href="/auditors/401k">401(k) auditors</a>.</p> <ul> <li>Founded in 1923</li> <li>Head office: Wilmington, Delaware (Philadelphia–Wilmington area)</li> <li>Services: Audit/Assurance, Business Tax, Consulting, Delaware Tax Planning</li> <li>Recognized as an IPA Top 300 firm</li> <li>Contact: 302.225.0600</li> </ul>
Website: https://www.belfint.com/
Founded: 1923
Office Locations
- Wilmington, DE (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 154
- Total AUM Audited: $3.1B
- 401(k): 154 plans, $3.1B 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 |
|---|---|---|---|
| SOFTWARE AG USA, INC. PROFIT SHARING PLAN | SAG, LLC., VA | $255M | 521 |
| SOFTWARE AG, LLC PROFIT SHARING PLAN | SAG, LLC., VA | $231M | 241 |
| ZENIMAX 401(K) SAVINGS PLAN | ZENIMAX MEDIA INC., MD | $224M | 1,929 |
| YCS&T RETIREMENT PLAN | YOUNG CONAWAY STARGATT & TAYLOR, LLP, DE | $131M | 257 |
| BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING | BDP INTERNATIONAL, INC., PA | $126M | 1,261 |
| 401(k) Retirement Plan | Healthcare Sponsor, DE | $118M | 183 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $96M | 249 |
| 401(k) Retirement Plan | Professional Services Sponsor, PA | $94M | 1,012 |
| 401(k) Retirement Plan | Technology Sponsor, VA | $84M | 670 |
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