Mengel, Metzger, Barr & Co., LLP

Employee Benefit Plan Auditor

Rochester, NY

About Mengel, Metzger, Barr & Co., LLP

<p>Founded in 1975, MMB+CO (Mengel, Metzger, Barr &amp; Co., LLP) is a CPA firm that handles audit work for organizations across New York State, including employers that sponsor retirement plans.</p> <p>Headquartered in Rochester in the Finger Lakes/Greater Rochester region at 100 Chestnut St., the firm also has offices in Canandaigua, Elmira, and Latham, giving it coverage across Upstate New York and the Capital Region.</p> <p>MMB+CO provides auditing, tax, and advisory services for businesses, executives, and individuals. For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other retirement plan audit support, the team’s depth across industries helps keep fieldwork organized and reporting clear.</p> <p>One practical differentiator is its multi-office Upstate footprint, which can make coordination easier for organizations with people and records spread across New York. Learn more at mengelmetzgerbarr.com.</p> <ul> <li>CPA firm founded in 1975</li> <li>Head office: 100 Chestnut St., Rochester, NY</li> <li>Additional offices: Canandaigua, Elmira, and Latham</li> <li>Services: audit, tax, and advisory</li> <li>Works with businesses, executives, and individuals across New York</li> </ul>

Website: https://www.mengelmetzgerbarr.com

Founded: 1975

Office Locations

  • Rochester, NY

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 103
  • Total AUM Audited: $3.3B
  • 401(k): 103 plans, $3.3B 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
GLEASON CORPORATION RETIREMENT SAVINGS PLANGLEASON CORPORATION, NY$274M812
COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLANCOLLIERS ENGINEERING & DESIGN, INC., NJ$272M2,379
TOMPKINS RETIREMENT SAVINGS PLANTOMPKINS FINANCIAL CORPORATION, NY$221M988
HIGHLAND RETIREMENT PLANHIGHLAND HOSPITAL OF ROCHESTER, NY$160M3,443
RETIREMENT PLAN FOR EMPLOYEES OF HIGHLAND HOSPITAL OF ROCHESTER, NYHIGHLAND HOSPITAL OF ROCHESTER, NY$139M338
MECHANICAL DYNAMICS & ANALYSIS LLC 401(K) PLANMECHANICAL DYNAMICS & ANALYSIS LLC, NY$124M634
TOMPKINS FINANCIAL CORPORATION RETIREMENT PLANTOMPKINS FINANCIAL CORPORATION, NY$88M203
CORNING FEDERAL CREDIT UNION 401(K) PLANCORNING FEDERAL CREDIT UNION, NY$81M414
MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLANMARSHALL FARMS GROUP LTD, NY$74M226
FINANCIAL INSTITUTIONS, INC. 401(K) PLANFINANCIAL INSTITUTIONS, INC., NY$71M594
RETIREMENT PLAN OF TRUSTCO BANKTRUSTCO BANK, NY$67M39
ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLANERDMAN, ANTHONY HOLDING COMPANY, INC., NY$64M252
CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLANCHEMUNG CANAL TRUST COMPANY, NY$64M342
WOODS OVIATT GILMAN, LLP 401(K) PLANWOODS OVIATT GILMAN, LLP, NY$62M192
THE HILLIARD CORPORATION SAVINGS & INVESTMENT PLANTHE HILLIARD CORPORATION, NY$54M256
THE HILLIARD CORPORATION PENSION PLAN FOR SALARIED EMPLOYEESTHE HILLIARD CORPORATION, NY$53M67
TRUSTCO BANK PROFIT SHARING/401(K) PLANTRUSTCO BANK, NY$50M798
CHEMUNG CANAL TRUST COMPANY PENSION PLANCHEMUNG CANAL TRUST COMPANY, NY$48M69
LSI SOLUTIONS SAVINGS AND INVESTMENT PLANLSI SOLUTIONS, NY$48M518
THE HILLIARD CORPORATION PENSION PLAN FOR NON-SALARIED EMPLOYEESTHE HILLIARD CORPORATION, NY$45M248

Showing top 20 of 98 plans serviced in 2024.

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