About Insero & Co. CPAs, LLP
<p>Founded in 1991, Insero & Co. CPAs, LLP is an accounting firm based in Rochester in the Finger Lakes region of Upstate New York. The firm works alongside Insero Advisors, LLC and provides audit services for employers and organizations across the Rochester metro area and beyond.</p> <p>As an auditor, Insero & Co. CPAs, LLP supports retirement plan sponsors that need an independent CPA firm for plan financial reporting and related audit requirements. The firm’s work covers plan-level testing, financial statement preparation support, and coordination with plan recordkeepers and third-party administrators during the audit process.</p> <p>What sets Insero apart is its combination of traditional CPA audit work with access to a related advisory affiliate, which can help plan sponsors keep audit and broader financial questions under one umbrella.</p> <ul> <li>Retirement plan audit services from a CPA firm</li> <li>Support for <a href="/auditors/401k">401(k) auditors</a> needs and other qualified plans</li> <li>Coordination with recordkeepers, TPAs, and custodians during fieldwork</li> <li>Rochester-based service for the Greater Rochester and Upstate New York region</li> </ul>
Website: https://inseroadvisors.com/
Founded: 1991
Office Locations
- Rochester, NY (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 130
- Total AUM Audited: $46.5B
- 401(k): 130 plans, $46.5B 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 |
|---|---|---|---|
| CORNING INCORPORATED INVESTMENT PLAN | CORNING INCORPORATED, NY | $4.1B | 11,726 |
| KODAK RETIREMENT INCOME PLAN | EASTMAN KODAK COMPANY, NY | $3.1B | 1,930 |
| FRONTIER COMMUNICATIONS 401(K) SAVINGS PLAN | FRONTIER COMMUNICATIONS PARENT, INC., CT | $2.9B | 12,015 |
| CORNING INCORPORATED PENSION PLAN | CORNING INCORPORATED, NY | $2.8B | 14,968 |
| FRONTIER COMMUNICATIONS PENSION PLAN | FRONTIER COMMUNICATIONS PARENT, INC., CT | $2.4B | 8,205 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $2.3B | 15,000 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $2.1B | 1,970 |
| 401(k) Retirement Plan | Professional Services Sponsor, IL | $1.9B | 11,251 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $1.5B | 4,830 |
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