Jeffrey L. Offhaus CPA, LLC

Employee Benefit Plan Auditor

Orchard Park, NY

About Jeffrey L. Offhaus CPA, LLC

<p>Founded in 2005, Jeffrey L. Offhaus CPA, LLC focuses on employee benefit plan audits rather than general CPA work. The firm is based in Orchard Park in the Buffalo–Niagara region of Western New York.</p> <p>Jeffrey L. Offhaus and his team handle audits for a range of employee benefit plans, including 401(k) plans. The practice emphasizes efficient audit fieldwork, clear reporting, and coordination with plan sponsors and third-party administrators to keep the audit process moving and costs predictable.</p> <p>The firm is an active member of the AICPA and the AICPA Employee Benefit Plan Audit Quality Center, and it keeps its audit approach aligned with Department of Labor reporting and compliance expectations.</p> <p>One differentiator is its narrow focus on benefit plan audits, which helps clients work with a team that performs this type of work year-round. Learn more at <a href="https://www.offhauscpa.com/">https://www.offhauscpa.com/</a>.</p> <ul> <li>Employee benefit plan audits</li> <li><a href="/auditors/401k">401(k) audits</a></li> <li>Audit coordination with plan sponsors and TPAs</li> <li>AICPA member; AICPA Employee Benefit Plan Audit Quality Center participant</li> </ul>

Website: https://www.offhauscpa.com/

Founded: 2005

Office Locations

  • Orchard Park, NY

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 23
  • Total AUM Audited: $942.9M
  • 401(k): 23 plans, $942.9M 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
THE CANNON CORPORATION 401(K) PLAN THE CANNON CORPORATION, NY $274M 1,209
WEST HERR EMPLOYEES' RETIREMENT PLAN WEST HERR FORD, INC., NY $176M 3,152
DERRICK CORPORATION PROFIT SHARING PLAN DERRICK CORPORATION, NY $96M 617
LUMSDEN & MCCORMICK, LLP 401(K) PLAN LUMSDEN & MCCORMICK, LLP, NY $56M 132
QVI 401-K PLAN QUALITY VISION INTERNATIONAL INC., NY $52M 295
401(k) Retirement Plan Healthcare Sponsor, NY $33M 477
401(k) Retirement Plan Manufacturing Sponsor, NY $26M 131
401(k) Retirement Plan Professional Services Sponsor, NY $24M 664
401(k) Retirement Plan Technology Sponsor, NY $22M 147

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