Maner Costerisan PC

Employee Benefit Plan Auditor

Lansing, MI

About Maner Costerisan PC

<p>Founded in 1906, Maner Costerisan PC has worked with organizations across Michigan and the broader Great Lakes region for more than a century.</p> <p>Based in Lansing in the Mid-Michigan area, the firm is a public accounting practice with technology and business consulting services. Its teams are organized by industry, with groups focused on Affordable Housing, Cannabis, Construction, Education, Employee Benefit Plans, Government, Healthcare, High Net Worth, Manufacturing, Nonprofit, and Small &amp; Mid-Size Businesses.</p> <p>For retirement plan sponsors, Maner Costerisan’s Employee Benefit Plans team supports plan-related accounting needs and works with organizations that need help staying current as requirements change. Edward (Trey) L Williams III is a contact for firms looking to connect with the Employee Benefit Plans practice.</p> <p>What sets Maner Costerisan apart is its long operating history paired with dedicated, industry-aligned teams, which can be helpful for plan sponsors that want an audit firm familiar with their sector.</p> <ul> <li>Employee benefit plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>Public accounting services</li> <li>Technology services for finance and operations teams</li> <li>Business consulting support for organizations in regulated industries</li> </ul>

Website: https://manercpa.com/

Founded: 1906

Office Locations

  • Lansing, MI

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 62
  • Total AUM Audited: $2.7B
  • 401(k): 62 plans, $2.7B 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
AUTO-OWNERS INSURANCE COMPANY RETIREMENT SAVINGS PLANAUTO-OWNERS INSURANCE COMPANY, MI$864M7,012
DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGSDICKINSON WRIGHT PLLC, MI$305M870
FARM BUREAU EMPLOYEES' 401(K) PLANMICHIGAN FARM BUREAU, MI$231M1,156
CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLANCONCORD GENERAL MUTUAL INSURANCE COMPANY, NH$99M59
HI-LEX EMPLOYEES RETIREMENT SAVINGS PLANHI-LEX, MI$70M1,085
EMERGENT HEALTH PARTNERS 403(B) RETIREMENT PLANEMERGENT HEALTH PARTNERS, MI$59M1,030
FIRST NATIONAL BANK OF AMERICA RETIREMENT PLANFIRST NATIONAL BANK OF AMERICA, MI$54M489
MEA, MESSA, MEA FINANCIAL SERVICES EMPLOYEE DEFERRED COMPENSATION PLANMEA, MESSA, MEA FINANCIAL SERVICES, MI$54M521
MICHIGAN CHAMBER OF COMMERCE 401(K) PLANMICHIGAN CHAMBER OF COMMERCE, MI$46M798
INVIO AUTOMATION, INC. 401(K) PLANINVIO AUTOMATION, INC., MI$39M496
FIRST STATE FINANCIAL CORPORATION EMPLOYEES SAVINGS & RETIREMENT PLANFIRST STATE FINANCIAL CORPORATION, MI$37M187
UNIVERSITY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLANUNIVERSITY BANCORP, INC., MI$36M494
ENPROTECH INDUSTRIAL TECHNOLOGIES, LLC 401(K) PLANENPROTECH INDUSTRIAL TECHNOLOGIES, LLC, OH$35M219
DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLANDART BANK, MI$31M291
COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUSTCOMPASS HEALTHCARE PLC, MI$30M277
CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLANCONCORD GENERAL MUTUAL INSURANCE COMPANY, NH$30M257
FRIENDSHIP PUBLIC CHARTER SCHOOL 403(B) PLANFRIENDSHIP PUBLIC CHARTER SCHOOL, DC$28M1,418
ADVANCE TURNING & MANUFACTURING, INC. 401(K) PLANADVANCE TURNING & MANUFACTURING, INC., MI$26M283
FENTURA FINANCIAL, INC. EE DEFERRED COMP & ESOPFENTURA FINANCIAL INC., MI$26M216
COG MARKETERS, LTD EMPLOYEES SAVINGS TRUSTCOG MARKETERS, LTD, MI$25M133

Showing top 20 of 53 plans serviced in 2024.

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