# Bollus Lynch LLP
Source: https://planprovider.pro/provider/bollus-lynch-llp

> 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 bu…

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/](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).

| 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|

| AFFINITY GROUP, INC. RETIREMENT PLAN|AFFINITY GROUP, INC., MA|$49M|208|

| BECKER COLLEGE DEFINED CONTRIBUTION PLAN|BECKER COLLEGE, MA|$35M|383|

| VIBRAM CORPORATION 401(K) PLAN|VIBRAM CORPORATION, MA|$29M|214|

| THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) PLAN|HYDE GROUP, INC., MA|$25M|166|

| EMPLOYEE BENEFIT OF SPECTRUM HEALTH SYSTEMS, INC.|SPECTRUM HEALTH SYSTEMS, INC., MA|$24M|1,174|

| ANNA MARIA COLLEGE DC RETIREMENT PLAN|SISTERS OF SAINT ANN DBA ANNA MARIA COLLEGE, MA|$24M|178|

| CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST|CENTRAL ONE FEDERAL CREDIT UNION, MA|$21M|133|

| NOURIA 401(K) RETIREMENT PLAN|NOURIA ENERGY CORPORATION, MA|$19M|2,140|

| THE SOCIETY FOR THE PRESERVATION OF NEW ENGLAND AN DEFINED CONTRIBUTION RETIREMENT PLAN|THE SOCIETY FOR THE PRESERVATION OF NEW, MA|$17M|99|

| THE 401(K) PROFIT SHARING PLAN OF JEWISH HEALTHCARE CENTER, INC.|JEWISH HEALTHCARE CENTER, INC., MA|$16M|389|

| COMMUNITY LEGAL AID 401(K) PLAN|COMMUNITY LEGAL AID, INC., MA|$13M|180|

| MERCURY WIRE PRODUCTS, INC. 401(K)/PROFIT SHARING PLAN|MERCURY WIRE PRODUCTS, INC., MA|$11M|121|

| BRM 401K PLAN|BIOMEDICAL RESEARCH MODELS, INC, MA|$10M|168|

| 403(B) THRIFT PLAN FOR EMPLOYEES OF WORCESTER COMMUNITY ACTION COUNCIL, INC.|WORCESTER COMMUNITY ACTION COU, MA|$5M|165|

| ONSET COMPUTER CORPORATION 401(K) RETIREMENT PLAN|ONSET COMPUTER CORPORATION, MA|—|148|

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