About TMI CPA, PC
<p>On Long Island in Hauppauge, TMI CPA, P.C. works with plan sponsors across the New York City metro area on employee benefit plan audits.</p> <p>Led by auditor Tina M. Isbitsky, the firm handles ERISA audit work for several plan types, including <a href="/auditors/401k">401(k) auditors</a> services, 403(b) plans, ESOPs, and Health & Welfare plans. Clients often work directly with the team, which keeps the process collaborative and focused on getting the audit completed accurately and on time.</p> <p>In addition to benefit plan audits, TMI CPA, P.C. also provides business and individual tax services, which can be helpful for organizations that prefer to keep audit and tax work coordinated with one firm.</p> <p>Phone (631) 406-4065 or visit <a href="https://tmicpaadvisor.com" target="_blank" rel="noopener">tmicpaadvisor.com</a>.</p> <ul> <li>Employee Benefit Plan (ERISA) audits</li> <li>Plan types: 401(k), 403(b), ESOP, Health & Welfare</li> <li>Service area: Long Island and New York City</li> <li>Business and individual tax services</li> </ul>
Website: https://www.tmicpaadvisor.com/
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 27
- Total AUM Audited: $862.4M
- 401(k): 27 plans, $862.4M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | CITRIN COOPERMAN ADVISORS LLC, NY | $370M | 2,408 |
| CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | CITRIN COOPERMAN & COMPANY, LLP, NY | $292M | 1,949 |
| D & B ENGINEERS AND ARCHITECTS, D.P.C. EMPLOYEES SAVINGS AND RETIREMENT PLAN | D & B ENGINEERS AND ARCHITECTS, D.P.C., NY | $74M | 172 |
| STRATOS 401(K) PLAN | STRATOS GLOBAL SERVICES, LLC, NY | $34M | 87 |
| OTC MARKETS GROUP INC. 401(K) PLAN | OTC MARKETS GROUP INC., NY | $34M | 139 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $31M | 280 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $26M | 497 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $22M | 161 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $20M | 1,083 |
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