About Lilling & Company LLP
<p>On Long Island’s North Shore in Port Washington, Lilling & 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 & 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
Plans Serviced (2025)
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 |
|---|---|---|---|
| HORIZON MEDIA, LLC 401(K) RETIREMENT SAVINGS PLAN | HORIZON MEDIA HOLDINGS, LLC, NY | $232M | 2,254 |
| BARTLETT TREE 401(K) PLAN | THE F.A. BARTLETT TREE EXPERT CO., CT | $201M | 2,907 |
| LIRO GROUP 401(K) PLAN | LIRO ENGINEERS, INC., NY | $176M | 1,103 |
| PERKINS EASTMAN ARCHITECTS, DPC 401(K) PLAN | PERKINS EASTMAN ARCHITECTS, DPC, NY | $163M | 820 |
| PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER PLAN | PEPSI-COLA BOTTLERS STANDING-IN-THE-FUTURE 401(K) MULTIPLE EMPLOYER, MD | $125M | 1,996 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $109M | 93 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $78M | 1,938 |
| 403(b) Retirement Plan | Professional Services Sponsor, NY | $58M | 4,007 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $54M | 1,175 |
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