# McSoley McCoy & Co. Source: https://planprovider.pro/provider/mcsoley-mccoy-and-co > Founded in 2012, McSoley McCoy & Co. is an accounting firm in South Burlington, part of the Burlington metro in northwest Vermont. The firm provides acco… Employee Benefit Plan Auditor South Burlington, VT ## About McSoley McCoy & Co.

Founded in 2012, McSoley McCoy & Co. is an accounting firm in South Burlington, part of the Burlington metro in northwest Vermont.

The firm provides accounting, tax, auditing, and advisory services. Its Assurance Services practice is led by partner and CPA Tom Stretton.

Assurance work includes audits for commercial, manufacturing, and software companies, along with investment management firms and not-for-profit organizations. The firm also handles employee benefit plan engagements for organizations that need a qualified 401(k) auditor and related plan audit support.

What sets the team apart is the range of industries covered under one assurance group, from operating companies to investment management, nonprofits, and benefit plans.

Website: [https://www.cpavt.com/](https://www.cpavt.com/) Founded: 2012 ## Office Locations - South Burlington, VT (Headquarters) ## Accreditations & Certifications - AICPA EBPAQC - AICPA Member ## Audit Statistics (2024) - Total Plans Audited: 88 - Total AUM Audited: $7.9B - 401(k): 88 plans, $7.9B 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| | THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN|THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN, VT|$2.2B|13,241| | MIDDLEBURY COLLEGE CORE RETIREMENT PLAN|PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE, VT|$574M|1,539| | CLARKSON UNIVERSITY PENSION PLAN|CLARKSON UNIVERSITY, NY|$373M|772| | NATIONAL LIFE GROUP 401(K) PLAN|NATIONAL LIFE INSURANCE COMPANY, VT|$335M|1,512| | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 403(B) RETIREMENT SAVINGS PLAN|CHAMPLAIN VALLEY PHYSICIANS HOSPITAL, NY|$335M|2,570| | MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN|PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE, VT|$312M|1,039| | NATIONAL LIFE GROUP PENSION PLAN FOR EMPLOYEES|NLV FINANCIAL CORPORATION, VT|$309M|726| | GREEN MOUNTAIN POWER CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN AND TRUST|GREEN MOUNTAIN POWER CORPORATION, VT|$243M|533| | INCENTIVE RETIREMENT PLAN FOR EMPLOYEES OF PC CONSTRUCTION COMPANY|PC CONSTRUCTION COMPANY, VT|$150M|472| | EMPLOYEES' RETIREMENT PLAN OF GREEN MOUNTAIN POWER CORPORATION|GREEN MOUNTAIN POWER CORPORATION, VT|$149M|203| | CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN|CHAMPLAIN COLLEGE INCORPORATED, VT|$116M|396| | MOTIONAL AD RETIREMENT SAVINGS PROGRAM|MOTIONAL AD, INC., MA|$110M|688| | CENTRAL VERMONT MEDICAL CENTER EMPLOYEES PENSION PLAN|CENTRAL VERMONT MEDICAL CENTER, VT|$98M|113| | CFC ESOP|CARRIS FINANCIAL CORP, VT|$98M|435| | RETIREMENT PLAN FOR EMPLOYEES OF SAINT MICHAEL'S COLLEGE|SAINT MICHAELS COLLEGE SERVICES, LLC, VT|$97M|881| | CVPH MEDICAL CENTER EMP DEFINED BENEFIT PENSION PLAN|CHAMPLAIN VALLEY PHYSICIANS HOSPITAL, NY|$95M|479| | NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN|NORTHWESTERN MEDICAL CENTER, INC, VT|$93M|762| | BURTON 401(K) INCENTIVE SAVINGS PLAN|BURTON CORPORATION, VT|$87M|454| | MARATHON HEALTH, LLC. 401(K) PLAN|MARATHON HEALTH, LLC., IN|$81M|1,516| | VELCO 401(K) PLAN|VERMONT ELECTRIC POWER COMPANY, INC., VT|$68M|200| Showing top 20 of 88 plans serviced in 2024. ## Other Employee Benefit Plan Auditors in VT - [A. M. Peisch & Company LLP](https://planprovider.pro/provider/a-m-peisch-and-company-llp) - Colchester, VT - [Grippin, Donlan & Pinkham, PLC](https://planprovider.pro/provider/grippin-donlan-and-pinkham-plc) - South Burlington, VT - [Gallagher Flynn & Co LLP](https://planprovider.pro/provider/gallagher-flynn-and-co-llp) - Burlington, VT [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/mcsoley-mccoy-and-co) © 2026 PlanProvider.Pro