# Insero & Co. CPAs, LLP
Source: https://planprovider.pro/provider/insero-and-co-cpas-llp

> 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…

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/](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).

| 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|

| PAYCHEX, INC. 401(K) INCENTIVE RETIREMENT PLAN|PAYCHEX , INC., NY|$2.3B|15,000|

| EASTMAN KODAK EMPLOYEES' SAVINGS AND INVESTMENT PLAN|EASTMAN KODAK COMPANY, NY|$2.1B|1,970|

| DOVER CORPORATION RETIREMENT SAVINGS PLAN|DOVER CORPORATION, IL|$1.9B|11,251|

| ROCHESTER INSTITUTE OF TECHNOLOGY RETIREMENT SAVINGS PLAN|ROCHESTER INSTITUTE OF TECHNOLOGY, NY|$1.5B|4,830|

| SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN|SOUTHERN METHODIST UNIVERSITY, TX|$1.1B|2,417|

| EXCELLUS 401(K) PLAN|EXCELLUS HEALTH PLAN INC., NY|$872M|4,359|

| BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN|BAUSCH & LOMB AMERICAS INC., NJ|$811M|5,266|

| BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLAN|BAUSCH HEALTH COMPANIES INC., NJ|$691M|1,867|

| ALSTOM TRANSPORTATION 401(K) SAVINGS PLAN|ALSTOM TRANSPORT HOLDING US INC., PA|$666M|3,968|

| QUIDELORTHO SAVINGS AND RETIREMENT PLAN|QUIDELORTHO CORPORATION, CA|$584M|3,709|

| SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN|SAINT JOSEPH'S UNIVERSITY, PA|$553M|2,380|

| CORNING INCORPORATED INVESTMENT PLAN FOR UNIONIZED EMPLOYEES|CORNING INCORPORATED, NY|$459M|3,194|

| BARNARD COLLEGE 403(B) PLAN|BARNARD COLLEGE, NY|$441M|905|

| WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN|WASHINGTON AND LEE UNIVERSITY, VA|$437M|1,044|

| HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING|HERBALIFE INTERNATIONAL OF AMERICA, INC., CA|$417M|2,229|

Showing top 20 of 107 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in NY

- [RBSM LLP](https://planprovider.pro/provider/rbsm-llp) - New York, NY

- [Goldgrab CPA PLLC](https://planprovider.pro/provider/goldgrab-cpa-pllc) - Lynbrook, NY

- [Sacco CPA PLLC](https://planprovider.pro/provider/sacco-cpa-pllc) - Armonk, NY

- [Lumsden & McCormick, LLP](https://planprovider.pro/provider/lumsden-and-mccormick-llp) - Buffalo, NY

- [Held Kranzler McCosker & Pulice LLP](https://planprovider.pro/provider/held-kranzler-mccosker-and-pulice-llp) - New York, NY

- [Anchin Block & Anchin LLP](https://planprovider.pro/provider/anchin-block-and-anchin-llp) - New York, NY

- [Perlson LLP](https://planprovider.pro/provider/perlson-llp) - North Massapequa, NY

- [EFPR Group, LLP](https://planprovider.pro/provider/efpr-group-llp) - Rochester, NY

- [Alan Goodman CPA PC](https://planprovider.pro/provider/alan-goodman-cpa-pc) - Brooklyn, NY

- [Sciarabba Walker & Co., LLP](https://planprovider.pro/provider/sciarabba-walker-and-co-llp) - Ithaca, NY

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/insero-and-co-cpas-llp)

&copy; 2026 PlanProvider.Pro