# Lilling &amp; Company LLP
Source: https://planprovider.pro/provider/lilling-and-company-llp

> On Long Island’s North Shore in Port Washington, Lilling &amp;amp; Company LLP has worked with plan sponsors and businesses since 1984 on audit, assurance, and t…

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/](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|

| ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN|ROYCE & ASSOCIATES GP, LLC, NY|$109M|93|

| FAMILY RESIDENCES RETIREMENT & 401(K) SAVINGS PLAN|FAMILY RESIDENCES & ESSENTIAL ENTERPRISES, INC., NY|$78M|1,938|

| YAI NETWORK AFFILIATES 403(B) PLAN|YOUNG ADULT INSTITUTE, INC., NY|$58M|4,007|

| CERTIFIED GROUP 401(K)|FOOD SAFETY NET SERVICES, LTD, TX|$54M|1,175|

| PLAZA CONSTRUCTION, LLC EMPLOYEE SAVINGS' PLAN|PLAZA CONSTRUCTION, LLC, NY|$53M|74|

| BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN|BRIGHTON HEALTH PLAN SOLUTIONS, LLC, NY|$52M|520|

| YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN|YONKERS CONTRACTING COMPANY, INC., NY|$47M|155|

| YAI NETWORK AFFILIATES 401(A) PLAN|YOUNG ADULT INSTITUTE, INC., NY|$47M|1,017|

| PICUT INDUSTRIES, INC. 401(K) SAVINGS PLAN|PICUT INDUSTRIES, INC., NJ|$40M|380|

| ADVANTAGE TESTING, INC.401(K) PLAN|ADVANTAGE TESTING, INC., NY|$38M|297|

| VAN WAGNER GROUP, LLC RETIREMENT SAVINGS PLAN|VAN WAGNER GROUP, LLC, NY|$37M|160|

| NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN|NORTH SHORE HEBREW ACADEMY, NY|$34M|239|

| ENGEL BURMAN SENIOR HOUSING 401(K) PLAN|ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC., NY|$34M|2,628|

| ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN|ARLINGTON INDUSTRIES, INC., PA|$34M|470|

| PROSEK LLC 401(K) PENSION PLAN|PROSEK LLC, CT|$33M|375|

Showing top 20 of 73 plans serviced in 2025.

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