MCM CPAs & Advisors LLP

Employee Benefit Plan Auditor

Louisville, KY

About MCM CPAs & Advisors LLP

<p>From its Louisville headquarters in the Ohio River Valley, MCM CPAs &amp; Advisors LLP supports organizations across the Louisville metro area with audit and accounting work.</p> <p>Founded in 2012, the firm has grown to about 225 employees. As an auditing firm, MCM works with companies across a mix of industries and brings that experience to plan-related engagements.</p> <p>In the retirement plan space, MCM is a resource for employers that need an independent audit tied to their benefit plan’s annual filing and governance requirements. For sponsors comparing <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>, MCM’s differentiator is its size and local presence in Louisville, which allows for continuity from planning through fieldwork and final reporting.</p> <ul> <li>Independent retirement plan audits</li> <li>Accounting and financial statement support</li> <li>Advisory and reporting assistance</li> <li>Louisville-based team serving the surrounding metro area</li> </ul>

Website: https://mcmcpa.com/

Founded: 2012

Employees: 225

Office Locations

  • Louisville, KY (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 5
  • Total AUM Audited: $991.4M
  • 401(k): 5 plans, $991.4M 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).

PlanSponsorAssetsParticipants
LEXMARK SAVINGS PLAN LEXMARK INTERNATIONAL, KY $1.2B 1,563
BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN BRIGHTSPRING HEALTH SERVICES, KY $794M 43,434
BROWN-FORMAN CORPORATION SALARIED EMPLOYEES RETIREMENT PLAN BROWN-FORMAN CORPORATION, KY $478M 1,236
INDIANA STATE COUNCIL OF PLASTERERS & CEMENT MASON PENSION FUND ISC PLASTERERS & CEMENT MASONS PENSION FUND, IN $348M 1,877
LEXMARK RETIREMENT GROWTH ACCOUNT PLAN LEXMARK INTERNATIONAL, INC., KY $313M 406
401(k) Retirement Plan Healthcare Sponsor, KY $202M 1,241
401(k) Retirement Plan Manufacturing Sponsor, OH $174M 1,595
401(k) Retirement Plan Professional Services Sponsor, KY $166M 8,324
401(k) Retirement Plan Technology Sponsor, IL $90M 501

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