Bollus Lynch LLP

Employee Benefit Plan Auditor

Worcester, MA

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 (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).

PlanSponsorAssetsParticipants
POLAR BEVERAGES RETIREMENT PLANPOLAR CORP., MA$102M1,905
BOWDITCH & DEWEY PROFIT SHARING PLANBOWDITCH & DEWEY, LLP, MA$70M118
COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUSTCOGHLIN COMPANIES, INC., MA$58M700
AFFINITY GROUP, INC. RETIREMENT PLANAFFINITY GROUP, INC., MA$49M208
BECKER COLLEGE DEFINED CONTRIBUTION PLANBECKER COLLEGE, MA$35M383
VIBRAM CORPORATION 401(K) PLANVIBRAM CORPORATION, MA$29M214
THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) PLANHYDE GROUP, INC., MA$25M166
EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC.SPECTRUM HEALTH SYSTEMS, INC., MA$24M1,174
ANNA MARIA COLLEGE DC RETIREMENT PLANSISTERS OF SAINT ANN DBA ANNA MARIA COLLEGE, MA$24M178
CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUSTCENTRAL ONE FEDERAL CREDIT UNION, MA$21M133
NOURIA 401(K) RETIREMENT PLANNOURIA ENERGY CORPORATION, MA$19M2,140
THE SOCIETY FOR THE PRESERVATION OF NEW ENGLAND AN DEFINED CONTRIBUTION RETIREMENT PLANTHE SOCIETY FOR THE PRESERVATION OF NEW, MA$17M99
THE 401(K) PROFIT SHARING PLAN OF JEWISH HEALTHCARE CENTER, INC.JEWISH HEALTHCARE CENTER, INC., MA$16M389
COMMUNITY LEGAL AID 401(K) PLANCOMMUNITY LEGAL AID, INC., MA$13M180
MERCURY WIRE PRODUCTS, INC. 401(K)/PROFIT SHARING PLANMERCURY WIRE PRODUCTS, INC., MA$11M121
BRM 401K PLANBIOMEDICAL RESEARCH MODELS, INC, MA$10M168
403(B) THRIFT PLAN FOR EMPLOYEES OF WORCESTER COMMUNITY ACTION COUNCIL, INC.WORCESTER COMMUNITY ACTION COU, MA$5M165
ONSET COMPUTER CORPORATION 401(K) RETIREMENT PLANONSET COMPUTER CORPORATION, MA—148

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