Insero & Co. CPAs, LLP

Employee Benefit Plan Auditor

Rochester, NY

About Insero & Co. CPAs, LLP

<p>Founded in 1991, Insero &amp; 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 &amp; 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 (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
CORNING INCORPORATED INVESTMENT PLANCORNING INCORPORATED, NY$4.1B11,726
KODAK RETIREMENT INCOME PLANEASTMAN KODAK COMPANY, NY$3.1B1,930
FRONTIER COMMUNICATIONS 401(K) SAVINGS PLANFRONTIER COMMUNICATIONS PARENT, INC., CT$2.9B12,015
CORNING INCORPORATED PENSION PLANCORNING INCORPORATED, NY$2.8B14,968
FRONTIER COMMUNICATIONS PENSION PLANFRONTIER COMMUNICATIONS PARENT, INC., CT$2.4B8,205
PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLANPAYCHEX , INC., NY$2.3B15,000
EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLANEASTMAN KODAK COMPANY, NY$2.1B1,970
DOVER CORPORATION RETIREMENT SAVINGS PLANDOVER CORPORATION, IL$1.9B11,251
ROCHESTER INSTITUTE OF TECHNOLOGY RETIREMENT SAVINGS PLANROCHESTER INSTITUTE OF TECHNOLOGY, NY$1.5B4,830
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLANSOUTHERN METHODIST UNIVERSITY, TX$1.1B2,417
EXCELLUS 401(K) PLANEXCELLUS HEALTH PLAN INC., NY$872M4,359
BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLANBAUSCH & LOMB AMERICAS INC., NJ$811M5,266
BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLANBAUSCH HEALTH COMPANIES INC., NJ$691M1,867
ALSTOM TRANSPORTATION 401(K) SAVINGS PLANALSTOM TRANSPORT HOLDING US INC., PA$666M3,968
QUIDELORTHO SAVINGS AND RETIREMENT PLANQUIDELORTHO CORPORATION, CA$584M3,709
SAINT JOSEPH'S UNIVERSITY RETIREMENT PLANSAINT JOSEPH'S UNIVERSITY, PA$553M2,380
CORNING INCORPORATED INVESTMENT PLAN FOR UNIONIZED EMPLOYEESCORNING INCORPORATED, NY$459M3,194
BARNARD COLLEGE 403(B) PLANBARNARD COLLEGE, NY$441M905
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLANWASHINGTON AND LEE UNIVERSITY, VA$437M1,044
HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARINGHERBALIFE INTERNATIONAL OF AMERICA, INC., CA$417M2,229

Showing top 20 of 107 plans serviced in 2024.

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