Schulman Lobel LLP

Employee Benefit Plan Auditor

Princeton, NJ

About Schulman Lobel LLP

Schulman Lobel LLP is a leading independent CPA firm that provides comprehensive attest services to clients across various industries, including entertainment, manufacturing, and professional services. With a mission to help individuals and businesses navigate their paths to financial success, Schulman Lobel offers deep professional knowledge and a personal, hands-on approach. The firm has offices in New York, New Jersey (Princeton), California, and India, allowing them to serve clients both locally and globally. They are committed to transparency, expertise, and strategic insight, fostering successful long-term client relationships through core values like accessibility and collaboration. For specialized tax and business consulting, Schulman Lobel Advisors, LLC and its subsidiary entities offer tailored support. You can connect with the team at Schulman Lobel LLP for expert financial guidance.

Website: https://schulmanlobel.com/

Founded: 1955

Office Locations

  • Princeton, NJ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 9
  • Total AUM Audited: $82.4M
  • 401(k): 9 plans, $82.4M 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
ARC EXCESS & SURPLUS, LLC 401(K) PLANARC EXCESS & SURPLUS, LLC, NY$33M180
ALL-STATE INTERNATIONAL, INC. EMPLOYEES PROFIT SHARING & SALARY REDUCTION PLANALL-STATE INTERNATIONAL, INC., NJ$19M97
NEW YORK CITY FOOTBALL CLUB 401(K) PLANNEW YORK CITY FOOTBALL CLUB, LLC, NY$11M177
ALL-STATE INTERNATIONAL, INC. RETIREMENT PLANALL-STATE INTERNATIONAL, INC., NJ$7M40
CEMETERY EMPLOYER ASSOCIATION UNION PENSION PLANCEMETERY EMPLOYER ASSOCIATION UNION PENSION PLAN TRUSTEES, NY$4M39
ELMONT CEMETERY FIELD WORKERS PENSION TRUSTELMONT CEMETERY, INC., NY$3M80
TACOMBI HOLDINGS NA LLC 401K PLANTACOMBI HOLDING NA LLC, NY$2M446

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