About Bollus Lynch LLP
<p>Audit and accounting work is at the core of Bollus Lynch LLP, a CPA firm founded in 1989. Based in Worcester in Central Massachusetts, the firm works with businesses that need reliable financial reporting and practical guidance.</p> <p>Bollus Lynch LLP provides assurance services, tax planning, accounting support, and advisory work. Its team handles audit services and ongoing consulting with an emphasis on clear communication and steady, long-term client relationships.</p> <p>Partner Jeffrey C. Swanberg is a key contact for organizations looking for experienced oversight and technical know-how. For retirement plan sponsors that need specialized help, the firm fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> that support plan compliance and reporting.</p> <p>What sets the firm apart is its long-standing Worcester presence paired with hands-on partner involvement. Phone: 508-755-7107.</p> <ul> <li>CPA firm founded in 1989</li> <li>Located in Worcester, serving the Central Massachusetts area</li> <li>Assurance and audit services</li> <li>Tax planning and accounting support</li> <li>Advisory and business consulting</li> </ul>
Website: https://bolluslynch.com/
Founded: 1989
Office Locations
- Worcester, MA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 16
- Total AUM Audited: $442.8M
- 401(k): 16 plans, $442.8M 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 |
|---|---|---|---|
| POLAR BEVERAGES RETIREMENT PLAN | POLAR CORP., MA | $102M | 1,905 |
| BOWDITCH & DEWEY PROFIT SHARING PLAN | BOWDITCH & DEWEY, LLP, MA | $70M | 118 |
| COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUST | COGHLIN COMPANIES, INC., MA | $58M | 700 |
| SEVEN HILLS FOUNDATION RETIREMENT PLAN | SEVEN HILLS FOUNDATION, INC., MA | $51M | 1,155 |
| AFFINITY GROUP, INC. RETIREMENT PLAN | AFFINITY GROUP, INC., MA | $49M | 208 |
| 403(b) Retirement Plan | Healthcare Sponsor, MA | $40M | 307 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MA | $35M | 383 |
| 401(k) Retirement Plan | Professional Services Sponsor, MA | $31M | 111 |
| 401(k) Retirement Plan | Technology Sponsor, MA | $29M | 214 |
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