Tronconi Segarra & Associates LLP

Employee Benefit Plan Auditor

About Tronconi Segarra & Associates LLP

<p>Founded in 1985, this Williamsville, New York CPA firm works with employers across the Buffalo–Niagara region and beyond on financial reporting and plan compliance.</p> <p>Tronconi Segarra &amp; Associates LLP is a fully licensed CPA firm in New York State. The firm handles auditing and attestation work such as financial statement audits, reviews, and compilations, along with employee benefit plan audits and internal control audits. Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can also use the firm for ERISA-plan financial statement and control testing needs.</p> <p>Through related entities, including TSA Advisors LLC, the organization also provides tax, accounting, and advisory services. Work includes corporate income tax planning, M&amp;A advisory, and State &amp; Local Tax (SALT) services, plus Small Business Services.</p> <p>What sets the firm apart is the ability to pair benefit plan audit work with in-house tax and transaction support through affiliated entities, which helps sponsors keep accounting, tax, and deal work coordinated.</p> <ul> <li>Employee benefit plan audits and internal control audits</li> <li>Financial statement audits, reviews, and compilations</li> <li>Corporate income tax planning</li> <li>M&amp;A advisory</li> <li>SALT (State &amp; Local Tax) services and Small Business Services</li> </ul>

Website: https://tronconisegarra.com/

Founded: 1985

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 51
  • Total AUM Audited: $4.8B
  • 401(k): 51 plans, $4.8B AUM

Plans Serviced (2025)

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
CAES 401(K) PLAN CAES SYSTEMS LLC, CA $765M 3,458
CAES 401(K) PLAN COBHAM BENEFITS HOLDING, LLC, DE $762M 222
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN GHD INC., CA $477M 2,044
DELAWARE NORTH COMPANIES 401(K) PLAN DELAWARE NORTH COMPANIES, INCORPORATED, NY $344M 9,204
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND, NY $289M 851
401(k) Retirement Plan Healthcare Sponsor, NY $246M 1,564
401(k) Retirement Plan Manufacturing Sponsor, NY $218M 977
401(k) Retirement Plan Professional Services Sponsor, NY $134M 3,039
401(k) Retirement Plan Technology Sponsor, NY $123M 4,088

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