# Lumsden &amp; McCormick, LLP
Source: https://planprovider.pro/provider/lumsden-and-mccormick-llp

> Founded in 1952, Lumsden &amp;amp; McCormick, LLP is a 118-employee accounting firm headquartered in Buffalo in Western New York. The firm works with organizatio…

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/](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).

| Plan|Sponsor|Assets|Participants|

| NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY RETIREMENT INCOME PLAN|NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO., NY|$144M|786|

| 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|

| EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN|EXCELSIOR ORTHOPAEDICS LLP, NY|$63M|655|

| HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN|HOUGHTON UNIVERSITY, NY|$58M|141|

| LIPPES MATHIAS LLP 401(K) PLAN|LIPPES MATHIAS LLP, NY|$51M|366|

| ACV AUCTIONS INC 401 K PROFIT SHARING PLAN|ACV AUCTIONS INC, NY|$38M|2,449|

| THE HILBERT COLLEGE RETIREMENT PLAN|HILBERT COLLEGE, NY|$36M|116|

| NIAGARA FALLS MEMORIAL MEDICAL CENTER SPONSORED 403(B) PLAN|NIAGARA FALLS MEMORIAL MEDICAL CENTER, NY|$31M|1,126|

| MAYER BROS. APPLE PRODUCTS INC. 401(K) RETIREMENT PLAN|MAYER BROS. APPLE PRODUCTS INC., NY|$29M|308|

| WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION RETIREMENT PLAN|WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION, NY|$28M|75|

| ORVILLE'S APPLIANCE, INC. 401(K) PLAN|ORVILLE'S APPLIANCE, INC., NY|$20M|173|

| PENSION PROGRAM FOR EMPLOYEES OF OLEAN GENERAL HOSPITAL|OLEAN GENERAL HOSPITAL, NY|$20M|296|

| ST. JOSEPH'S COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN|ST. JOSEPH'S COLLEGIATE INSTITUTE, NY|$20M|92|

| REID 401(K) PROFIT SHARING & RETIREMENT PLAN|REID PETROLEUM CORPORATION, NY|$19M|581|

| TAYLOR DEVICES, INC. 401(K) PLAN|TAYLOR DEVICES, INC., NY|$19M|136|

| PERSONAL COMPUTERS, INC.|PERSONAL COMPUTERS, INC., NY|$19M|47|

| ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN|ORLEANS COMMUNITY HEALTH, NY|$18M|352|

| BUFFALO HEARING & SPEECH CENTER, INC. 401(K) PLAN|BUFFALO HEARING & SPEECH CENTER, INC., NY|$18M|330|

Showing top 20 of 42 plans serviced in 2024.

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