# Mengel, Metzger, Barr & Co., LLP
Source: https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp

> Founded in 1975, MMB+CO (Mengel, Metzger, Barr & Co., LLP) is a CPA firm that handles audit work for organizations across New York State, including emplo…

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](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).

| Plan|Sponsor|Assets|Participants|

| GLEASON CORPORATION RETIREMENT SAVINGS PLAN|GLEASON CORPORATION, NY|$274M|812|

| COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN|COLLIERS ENGINEERING & DESIGN, INC., NJ|$272M|2,379|

| TOMPKINS RETIREMENT SAVINGS PLAN|TOMPKINS FINANCIAL CORPORATION, NY|$221M|988|

| HIGHLAND RETIREMENT PLAN|HIGHLAND HOSPITAL OF ROCHESTER, NY|$160M|3,443|

| RETIREMENT PLAN FOR EMPLOYEES OF HIGHLAND HOSPITAL OF ROCHESTER, NY|HIGHLAND HOSPITAL OF ROCHESTER, NY|$139M|338|

| MECHANICAL DYNAMICS & ANALYSIS LLC 401(K) PLAN|MECHANICAL DYNAMICS & ANALYSIS LLC, NY|$124M|634|

| TOMPKINS FINANCIAL CORPORATION RETIREMENT PLAN|TOMPKINS FINANCIAL CORPORATION, NY|$88M|203|

| CORNING FEDERAL CREDIT UNION 401(K) PLAN|CORNING FEDERAL CREDIT UNION, NY|$81M|414|

| MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN|MARSHALL FARMS GROUP LTD, NY|$74M|226|

| FINANCIAL INSTITUTIONS, INC. 401(K) PLAN|FINANCIAL INSTITUTIONS, INC., NY|$71M|594|

| RETIREMENT PLAN OF TRUSTCO BANK|TRUSTCO BANK, NY|$67M|39|

| ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN|ERDMAN, ANTHONY HOLDING COMPANY, INC., NY|$64M|252|

| CHEMUNG CANAL TRUST COMPANY PROFIT SHARING SAVINGS & INVESTMENT PLAN|CHEMUNG CANAL TRUST COMPANY, NY|$64M|342|

| WOODS OVIATT GILMAN, LLP 401(K) PLAN|WOODS OVIATT GILMAN, LLP, NY|$62M|192|

| THE HILLIARD CORPORATION SAVINGS & INVESTMENT PLAN|THE HILLIARD CORPORATION, NY|$54M|256|

| THE HILLIARD CORPORATION PENSION PLAN FOR SALARIED EMPLOYEES|THE HILLIARD CORPORATION, NY|$53M|67|

| TRUSTCO BANK PROFIT SHARING/401(K) PLAN|TRUSTCO BANK, NY|$50M|798|

| CHEMUNG CANAL TRUST COMPANY PENSION PLAN|CHEMUNG CANAL TRUST COMPANY, NY|$48M|69|

| LSI SOLUTIONS SAVINGS AND INVESTMENT PLAN|LSI SOLUTIONS, NY|$48M|518|

| THE HILLIARD CORPORATION PENSION PLAN FOR NON-SALARIED EMPLOYEES|THE HILLIARD CORPORATION, NY|$45M|248|

Showing top 20 of 98 plans serviced in 2024.

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