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 (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
CAES 401(K) PLANCAES SYSTEMS LLC, CA$765M3,458
CAES 401(K) PLANCOBHAM BENEFITS HOLDING, LLC, DE$762M222
GHD INC. 401(K) EMPLOYEES' SAVINGS PLANGHD INC., CA$477M2,044
DELAWARE NORTH COMPANIES 401(K) PLANDELAWARE NORTH COMPANIES, INCORPORATED, NY$344M9,204
INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLANINDEPENDENT HEALTH ASSOCIATION, INC., NY$246M1,564
BUFFALO MEDICAL GROUP, P.C. 401K PROFIT SHARING AND PENSION PLANBUFFALO MEDICAL GROUP P.C., NY$218M977
EMPLOYER SERVICES CORPORATION'S 401(K) RETIREMENT PLANEMPLOYER SERVICES CORPORATION, NY$134M3,039
SENECA GAMING CORPORATION 401(K) PLANSENECA GAMING CORPORATION, NY$123M4,088
INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUSTINDEPENDENT HEALTH ASSOCIATION, INC., NY$90M345
BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLANBRYANT & STRATTON COLLEGE, INC., NY$85M1,260
GENERAL PHYSICIAN, P.C. 401(K) PLANGENERAL PHYSICIAN, P.C., NY$69M1,301
DELAWARE NORTH COMPANIES 401(K) UNION PLANDELAWARE NORTH COMPANIES, INCORPORATED, NY$61M2,534
BASIL FAMILY DEALERSHIPS 401K PLANBASIL MANAGEMENT GROUP LLC, NY$51M532
CUBRC AND AVARINT EMPLOYEE RETIREMENT PLANCUBRC, INC., NY$50M210
DYNABRADE, INC. EMPLOYEE STOCK OWNERSHIP PLANDYNABRADE, INC., NY$41M182
PERRY VETERINARY CLINIC, PLLC 401(K) PLANPERRY VETERINARY CLINIC, PLLC, NY$39M144
LIFE STORAGE 401(K) PLANLIFE STORAGE LP, NY$38M2,105
WHITING DOOR MANUFACTURING CORP. 401(K) RETIREMENT PLANWHITING DOOR MANUFACTURING CORP., NY$35M417
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLANGLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLAN, NY$30M391
DELAWARE NORTH COMPANIES GAMING AND ENTERTAINMENT INC. WEST VIRGINIA RETIREMENT SAVINGS PLANWHEELING ISLAND GAMING, INC., NY$29M734

Showing top 20 of 49 plans serviced in 2024.