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 (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).

PlanSponsorAssetsParticipants
NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY RETIREMENT INCOME PLANNEW YORK CENTRAL MUTUAL FIRE INSURANCE CO., NY$144M786
NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLANNEW YORK CENTRAL MUTUAL FIRE INSURANCE CO., NY$83M943
OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLANOLEAN GENERAL HOSPITAL, NY$81M1,383
LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLANLIPSITZ GREEN SCIME CAMBRIA, LLP, NY$81M129
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLANEXCELSIOR ORTHOPAEDICS LLP, NY$63M655
HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLANHOUGHTON UNIVERSITY, NY$58M141
LIPPES MATHIAS LLP 401(K) PLANLIPPES MATHIAS LLP, NY$51M366
ACV AUCTIONS INC 401 K PROFIT SHARING PLANACV AUCTIONS INC, NY$38M2,449
THE HILBERT COLLEGE RETIREMENT PLANHILBERT COLLEGE, NY$36M116
NIAGARA FALLS MEMORIAL MEDICAL CENTER SPONSORED 403(B) PLANNIAGARA FALLS MEMORIAL MEDICAL CENTER, NY$31M1,126
MAYER BROS. APPLE PRODUCTS INC. 401(K) RETIREMENT PLANMAYER BROS. APPLE PRODUCTS INC., NY$29M308
WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION RETIREMENT PLANWESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION, NY$28M75
ORVILLE'S APPLIANCE, INC. 401(K) PLANORVILLE'S APPLIANCE, INC., NY$20M173
PENSION PROGRAM FOR EMPLOYEES OF OLEAN GENERAL HOSPITALOLEAN GENERAL HOSPITAL, NY$20M296
ST. JOSEPH'S COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLANST. JOSEPH'S COLLEGIATE INSTITUTE, NY$20M92
REID 401(K) PROFIT SHARING & RETIREMENT PLANREID PETROLEUM CORPORATION, NY$19M581
TAYLOR DEVICES, INC. 401(K) PLANTAYLOR DEVICES, INC., NY$19M136
PERSONAL COMPUTERS, INC.PERSONAL COMPUTERS, INC., NY$19M47
ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLANORLEANS COMMUNITY HEALTH, NY$18M352
BUFFALO HEARING & SPEECH CENTER, INC. 401(K) PLANBUFFALO HEARING & SPEECH CENTER, INC., NY$18M330

Showing top 20 of 42 plans serviced in 2024.

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