About Lutz & Company PC
<p>Founded in 1980, Lutz & 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 & Company PC also provides accounting, financial, M&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 & 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
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN | BERKSHIRE HATHAWAY CREDIT CORPORATION, NE | $5.0B | 7,732 |
| PETER KIEWIT SONS, INC. RETIREMENT SAVINGS PLAN | PETER KIEWIT SONS, INC., NE | $2.8B | 22,958 |
| CONAGRA BRANDS, INC. PENSION PLAN | CONAGRA BRANDS, INC., IL | $1.8B | 1,352 |
| CONAGRA BRANDS RETIREMENT INCOME SAVINGS PLAN | CONAGRA BRANDS, INC., IL | $1.7B | 23,273 |
| BRYAN HEALTH RETIREMENT SAVINGS PLAN | BRYAN HEALTH, NE | $927M | 7,419 |
| 401(k) Retirement Plan | Healthcare Sponsor, NE | $919M | 10,573 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NE | $755M | 7,432 |
| 401(k) Retirement Plan | Professional Services Sponsor, NE | $751M | 10,632 |
| 401(k) Retirement Plan | Technology Sponsor, NE | $706M | 8,758 |
🔒 Want to unlock and download Lutz & Company PC's client list?
Subscribe to Basic or Premium today to reveal and download all 175 client plans.
Subscribe Today