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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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