Lumsden & McCormick, LLP

Employee Benefit Plan Auditor

Buffalo, NY

About Lumsden & McCormick, LLP

<p>Founded in 1952, Lumsden &amp; McCormick, LLP is a 118-employee accounting firm headquartered in Buffalo in Western New York.</p> <p>The firm works with organizations that need reliable financial reporting and year-round accounting support. Its team covers assurance and tax work along with specialty services such as forensic accounting and nonprofit technology.</p> <p>For employers that sponsor retirement plans, Lumsden &amp; McCormick provides services aligned with the needs of <a href="/auditors/401k">401(k) auditors</a>, including plan-related audit support and coordination with other parties involved in the plan.</p> <p>What sets the firm apart is the range of services under one roof, which can be helpful for organizations that want audit, tax, and advisory work handled by the same local team.</p> <ul> <li>Retirement plan audit support and related assurance services</li> <li>Financial statement audits and other attest work</li> <li>Tax planning and compliance, including tax-minimizing strategies</li> <li>Wealth planning and proactive business planning</li> <li>Forensic accounting and nonprofit technology services</li> </ul>

Website: https://lumsdencpa.com/

Employees: 118

Office Locations

  • Buffalo, NY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 46
  • Total AUM Audited: $1.2B
  • 401(k): 46 plans, $1.2B 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).

PlanSponsorAssetsParticipants
NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY RETIREMENT INCOME PLAN NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO., NY $144M 786
BUFFALO LABORERS' PENSION FUND TRUSTEES OF BUFFALO LABORERS' PENSION FUND, NY $121M 579
NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO., NY $83M 943
OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN OLEAN GENERAL HOSPITAL, NY $81M 1,383
LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN LIPSITZ GREEN SCIME CAMBRIA, LLP, NY $81M 129
401(k) Retirement Plan Healthcare Sponsor, NY $63M 655
401(k) Retirement Plan Manufacturing Sponsor, NY $59M 190
401(k) Retirement Plan Professional Services Sponsor, NY $58M 141
401(k) Retirement Plan Technology Sponsor, NY $51M 366

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