About LitmanGerson Associates, LLP
<p>From private equity and real estate to dentists and veterinarians, LitmanGerson Associates, LLP works with a mix of industries that often need detailed audits and clear reporting. The firm is based in Woburn in the Greater Boston area and has operated since 1980.</p> <p>LitmanGerson Associates is a CPA firm that provides accounting, auditing, tax, and business consulting. It works primarily with owner-managed companies, middle-market businesses, business owners, and high-net-worth individuals, with additional experience serving nonprofit organizations and construction and healthcare practices.</p> <p>For retirement plans, sponsors looking for <a href="/auditors/401k">401(k) auditors</a> often value a firm that can coordinate closely with company owners and finance teams. A practical, partner-led approach is a key differentiator for LitmanGerson Associates, especially for closely held businesses that want direct access to senior decision-makers.</p> <p>Phone: 781-569-4700. Website: <a href="http://www.lga.cpa" rel="nofollow">www.lga.cpa</a>.</p> <ul> <li>CPA firm offering audit, accounting, tax, and business consulting</li> <li>Founded in 1980</li> <li>Based in Woburn, serving the Greater Boston metro area</li> <li>Industry experience: private equity, real estate, construction, healthcare, and nonprofits</li> </ul>
Website: https://www.www.lga.cpa
Founded: 1980
Office Locations
- Woburn, MA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 25
- Total AUM Audited: $630.8M
- 401(k): 25 plans, $630.8M 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 |
|---|---|---|---|
| CUMMINGS PROPERTIES, LLC 401(K) PLAN | CUMMINGS PROPERTIES, LLC, MA | $95M | 551 |
| CURRENT RETIREMENT SAVINGS PLAN | CURRENT LIGHTING EMPLOYEECO LLC, SC | $79M | 875 |
| ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | ASSURANCE TECHNOLOGY CORPORATION, MA | $68M | 330 |
| ROGERS FOAM CORPORATION 401(K)/PROFIT SHARING PLAN | ROGERS FOAM CORPORATION, MA | $63M | 373 |
| ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST | ASSURANCE TECHNOLOGY CORPORATION, MA | $44M | 186 |
| 401(k) Retirement Plan | Healthcare Sponsor, MA | $42M | 272 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MA | $36M | 268 |
| 401(k) Retirement Plan | Professional Services Sponsor, MA | $26M | 107 |
| 401(k) Retirement Plan | Technology Sponsor, ME | $25M | 504 |
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