Lutz & Company PC

Employee Benefit Plan Auditor

Omaha, NJ

About Lutz & Company PC

<p>Founded in 1980, Lutz &amp; Company PC has grown into a 429-employee firm headquartered in Omaha, serving organizations across the Omaha metro and beyond.</p> <p>The firm’s Audit and Assurance Services group includes an employee benefit plan audit practice led by Audit Shareholder Thomas J. Helligso. Helligso began his career in 1994 and leads the team that handles benefit plan audit work for plan sponsors.</p> <p>Outside of audits, Lutz &amp; Company PC also provides accounting, financial, M&amp;A, talent, and technology services, which can be helpful for organizations that want multiple business services under one roof.</p> <p>For audit inquiries, call (402) 496-8800 or visit lutz.us. Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can use Lutz’s benefit plan audit team as a starting point.</p> <ul> <li>Employee benefit plan audit practice within Audit &amp; Assurance Services</li> <li>Founded: 1980</li> <li>Employees: 429</li> <li>Headquarters: Omaha, Nebraska</li> <li>Led by Audit Shareholder Thomas J. Helligso (career started in 1994)</li> </ul>

Website: https://www.lutz.us/

Founded: 1980

Employees: 429

Office Locations

  • Omaha, NJ (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 149
  • Total AUM Audited: $25.6B
  • 401(k): 149 plans, $25.6B AUM

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