Geltrude & Company, LLC

Employee Benefit Plan Auditor

Nutley, NJ

About Geltrude & Company, LLC

<p>Founded in 1995, Geltrude &amp; Company, LLC is a CPA firm in Nutley, in the New York City metro area of northern New Jersey. The firm works with a mix of organizations that need dependable accounting support and clear financial reporting.</p> <p>Partner Michael W. Carlon, CPA, handles financial audits, pension audits, general accounting, and litigation support. The firm also performs employee benefit plan audits for retirement plans and prepares financial reports for management, lenders, and other stakeholders.</p> <p>Beyond audit work, Geltrude &amp; Company provides tax planning and outsourced accounting services for clients that want outside help managing day-to-day accounting tasks. What sets the firm apart is the range of services available under one roof, including both benefit plan audit work and litigation support.</p> <ul> <li>Employee benefit plan and pension audits</li> <li>Financial statement audits and report preparation</li> <li>Tax planning</li> <li>Outsourced accounting</li> <li>Litigation support</li> </ul>

Website: https://geltrude.com/

Founded: 1995

Office Locations

  • Nutley, NJ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 41
  • Total AUM Audited: $1.1B
  • 401(k): 41 plans, $1.1B 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).

PlanSponsorAssetsParticipants
THE HARTZ GROUP, INC. 401(K) RETIREMENT PLAN THE HARTZ GROUP, INC., NJ $103M 724
AVIS RENT A CAR SYSTEM, LLC. PENSION PLAN FOR BARGAINING HOURLY EMPLOYEES AVIS RENT A CAR SYSTEM, LLC, NJ $99M 815
AVIS RENT A CAR SYSTEM, LLC PENSION PLAN AVIS BUDGET GROUP, INC., NJ $88M 39
LTIMINDTREE LIMITED 401(K) PLAN MINDTREE LTD., NJ $76M 2,124
INSERRA SUPERMARKETS, INC. PROFIT SHARING 401(K) PLAN INSERRA SUPERMARKETS, INC., NJ $75M 432
401(k) Retirement Plan Healthcare Sponsor, NJ $71M 4,222
401(k) Retirement Plan Manufacturing Sponsor, NY $63M 81
401(k) Retirement Plan Professional Services Sponsor, NJ $47M 471
401(k) Retirement Plan Technology Sponsor, NJ $46M 272

🔒 Want to unlock and download Geltrude & Company, LLC's client list?

Subscribe to Basic or Premium today to reveal and download all 46 client plans.

Subscribe Today
Are you with Geltrude & Company, LLC? Claim your profile to unlock and display all 46 client plans serviced by your firm.

Other Employee Benefit Plan Auditors in NJ