About Blue & Co LLC
<p>Audit and accounting work is a core part of Blue & Co. LLC, a CPA firm founded in 1970. The firm is headquartered in Carmel in the Indianapolis metro area and employs 560 people.</p> <p>Blue & Co. handles audit, tax, business valuation, and consulting services for commercial organizations. Its Carmel office is located at 12800 N. Meridian Dr., Suite 400, and includes teams that work with construction, not-for-profit, and manufacturing clients.</p> <p>The firm has offices across Indiana and nearby states, including Kentucky, Ohio, and Michigan, which supports clients throughout the Midwest. For retirement plan work, Blue & Co. fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and <a href="/retirement-plans">retirement plan providers</a> that plan sponsors use when they need formal plan audits.</p> <p>One thing that sets Blue & Co. apart is its mix of traditional assurance work with in-house business valuation and consulting services under the same firm.</p> <ul> <li>Founded: 1970</li> <li>Employees: 560</li> <li>Headquarters: Carmel (Indianapolis metro), Indiana</li> <li>Services: audit, tax, business valuation, consulting</li> <li>Industry focus: construction, not-for-profit, manufacturing</li> </ul>
Website: https://www.blueandco.com/
Founded: 1970
Employees: 560
Office Locations
- Carmel, IN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 198
- Total AUM Audited: $20.6B
- 401(k): 198 plans, $20.6B AUM
Plans Serviced (2024)
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 |
|---|---|---|---|
| CUMMINS RETIREMENT AND SAVINGS PLAN | CUMMINS INC., IN | $6.4B | 28,337 |
| CUMMINS PENSION PLAN | CUMMINS INC., IN | $3.2B | 28,798 |
| ASHLAND EMPLOYEE SAVINGS PLAN | ASHLAND INC., DE | $1.3B | 1,537 |
| SPX RETIREMENT SAVINGS AND STOCK OWNERSHIP PLAN | SPX ENTERPRISES, LLC, NC | $969M | 3,506 |
| DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN | DEACONESS HEALTH SYSTEM, INC., IN | $855M | 12,133 |
| MERITOR, INC. SAVINGS PLAN | MERITOR, INC., IN | $613M | 4,265 |
| AISIN RETIREMENT SECURITY PLAN | AISIN HOLDINGS OF AMERICA, INC., IN | $571M | 10,324 |
| UOFL HEALTH 401(K) PLAN | UOFL HEALTH, INC., KY | $566M | 11,211 |
| LYFT 401(K) PLAN | LYFT, INC., CA | $375M | 2,193 |
| SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | SARAH BUSH LINCOLN HEALTH CENTER, IL | $344M | 3,436 |
| VALVOLINE 401(K) PLAN | VALVOLINE INC., KY | $319M | 12,249 |
| VALVOLINE GLOBAL OPERATIONS 401(K) PLAN | VGP HOLDINGS LLC, KY | $282M | 1,357 |
| DEACONESS HEALTH SYSTEM, INC. RETIREMENT PLAN | DEACONESS HEALTH SYSTEM, INC., IN | $262M | 1,469 |
| TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | TRIMEDX HOLDINGS, LLC, IN | $245M | 3,016 |
| UNION HEALTH 403(B)RETIREMENT PLAN | UNION HOSPITAL, INC., IN | $233M | 3,369 |
| BATESVILLE SAVINGS PLAN | BATESVILLE SERVICES LLC, IN | $210M | 1,646 |
| FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN | FAIRFIELD MEDICAL CENTER, OH | $203M | 1,881 |
| OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | OHIO STATE UNIVERSITY PHYSICIANS, INC., OH | $183M | 2,183 |
| GROUP 1001 401(K) SAVINGS PLAN | GROUP 1001 RESOURCES LLC, IN | $172M | 1,585 |
| AGRELIANT GENETICS 401(K) RETIREMENT PLAN | AGRELIANT GENETICS, LLC, IN | $164M | 668 |
Showing top 20 of 202 plans serviced in 2024.