About McCurdy & Associates, Inc.
<p>Founded in 1986, McCurdy & Associates, Inc. works with individuals and businesses on accounting and audit needs in the Columbus metro area.</p> <p>Based in Columbus, Ohio, the firm handles accounting, tax, auditing, and advisory work, with Robert D. McCurdy listed as the primary contact. Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> may find the firm relevant for retirement plan audit support alongside its broader public accounting services.</p> <p>The office is located at 4800 Roberts Road, Suite 220, Columbus, OH 43228. The main phone number is (614) 951-2298.</p> <p>One differentiator is the firm’s long operating history in Central Ohio, which can be helpful for organizations that prefer working with an established local practice.</p> <ul> <li>Accounting services for individuals and businesses</li> <li>Tax preparation and related support</li> <li>Audit services, including retirement plan audit needs</li> <li>Advisory services for financial and business questions</li> </ul>
Website: https://www.mccurdycpas.com/
Founded: 1986
Office Locations
- Columbus, OH (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $475.1M
- 401(k): 10 plans, $475.1M 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 |
|---|---|---|---|
| VEEAM SOFTWARE CORPORATION 401(K) PLAN | VEEAM SOFTWARE CORPORATION, OH | $191M | 1,530 |
| PLASKOLITE, LLC. & SUBSIDIARIES AMENDED AND RESTATED PROFIT SHARING PLAN | PLASKOLITE, LLC., OH | $155M | 1,119 |
| CORPORATE ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | CORPORATE ONE FEDERAL CREDIT UNION, OH | $52M | 153 |
| DESIGN SYSTEMS, INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN | DESIGN SYSTEMS, INC., MI | $35M | 135 |
| FAIRWOOD BRANDS 401(K) PLAN | FAIRWOOD BRANDS, LLC, OH | $12M | 417 |
| 401(k) Retirement Plan | Healthcare Sponsor, OH | $12M | 203 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OH | $10M | 78 |
| 401(k) Retirement Plan | Professional Services Sponsor, OH | $10M | 412 |
| 401(k) Retirement Plan | Technology Sponsor, OH | $5M | 1,060 |
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