About MN Blum LLC
<p>Founded in 2017, MN Blum LLC is an accounting firm in Rockville, Maryland, serving clients across the Washington, DC metro area. The firm provides assurance, tax, and business advisory work for businesses and individuals.</p> <p>As an auditor, MN Blum LLC handles financial statement and assurance engagements, along with related reporting support. The firm also prepares and advises on tax matters and offers business advisory services tied to day-to-day operations and longer-term planning.</p> <p>What sets MN Blum LLC apart is its mix of assurance and tax services under one roof, which can help clients keep audit work aligned with tax planning and business decisions. To learn more, call 301-337-3301 or visit <a href="https://mnblum.com/">mnblum.com</a>.</p> <ul> <li>Assurance and audit services</li> <li>Tax preparation and tax advisory</li> <li>Business advisory and financial guidance</li> <li>Based in Rockville, serving the DC–Maryland–Virginia region</li> </ul>
Website: https://mnblum.com/
Founded: 2017
Office Locations
- Rockville, MD
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $96.3M
- 401(k): 7 plans, $96.3M 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 |
|---|---|---|---|
| PUBLIC POLICY HOLDING COMPANY, INC. 401(K) PLAN | PUBLIC POLICY HOLDING COMPANY, INC., DC | $39M | 334 |
| SCIENTIFIC CONSULTING GROUP, INC. PROFIT SHARING PLAN & TRUST | SCIENTIFIC CONSULTING GROUP, INC., MD | $22M | 96 |
| THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | THE ANDERSON COMPANY, L.L.C., VA | $11M | 251 |
| FLIPPO CONSTRUCTION COMPANY, INC. SAVINGS & RETIREMENT PLAN | FLIPPO CONSTRUCTION COMPANY, INC, MD | $11M | 130 |
| FLIPPO CONSTRUCTION COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | FLIPPO CONSTRUCTION COMPANY, INC., MD | $9M | 104 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $5M | 106 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | — | 74 |
🔒 Want to unlock and download MN Blum LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 7 client plans.
Subscribe Today