Lilling & Company LLP

Employee Benefit Plan Auditor

Port Washington, NY

About Lilling & Company LLP

<p>On Long Island’s North Shore in Port Washington, Lilling &amp; Company LLP has worked with plan sponsors and businesses since 1984 on audit, assurance, and tax needs.</p> <p>The firm is a PCAOB-inspected CPA practice and handles audits for employee benefit plans, including <a href="/auditors/401k">401(k) auditors</a> work and 403(b) plan audits. Its audit practice also covers investment entities, broker-dealers, and commercial entities.</p> <p>Adam S. Lilling, CPA, CFA, is the co-managing partner and leads the firm’s audit division. His work focuses on employee benefit plan and investment entity audits, with direct partner involvement throughout the engagement.</p> <p>What sets Lilling &amp; Company apart is its mix of retirement plan audit depth and PCAOB oversight experience, alongside tax planning and consulting under one roof.</p> <ul> <li>Employee benefit plan audits: 401(k) and 403(b)</li> <li>Investment entity audits</li> <li>Broker-dealer audits</li> <li>Assurance and financial statement audits for commercial entities</li> <li>Tax services, planning, and consulting</li> </ul>

Website: https://www.lillingcpa.com/

Founded: 1984

Office Locations

  • Port Washington, NY

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 68
  • Total AUM Audited: $2.4B
  • 401(k): 68 plans, $2.4B AUM

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