About Wiss & Company, LLP
<p>Founded in 1969, Wiss & Company, LLP works with businesses across the New Jersey–New York metro area on audit and related assurance needs.</p> <p>Headquartered in New York City, the firm is an accounting practice that also provides tax, advisory, and wealth management services for growth-oriented companies, with a focus on middle-market industries.</p> <p>Assurance partner Craig Erickson is one of the firm’s key leaders. He has more than 20 years of public accounting experience and works with clients in manufacturing, distribution, and professional services on accounting, audit, and consulting projects.</p> <p>What sets Wiss apart is its mix of assurance work with technology tools used to produce practical reporting and analysis for client decision-making. Sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can also use the firm’s broader accounting resources when retirement plan issues intersect with financial reporting and tax work.</p> <ul> <li>Regional accounting firm serving the New Jersey–New York metropolitan area</li> <li>Founded in 1969</li> <li>Headquarters: New York, NY</li> <li>Services include audit/assurance, tax, advisory, and wealth management</li> <li>Industry experience: manufacturing, distribution, and professional services</li> </ul>
Website: https://www.wiss.com
Founded: 1969
Office Locations
- New York, NY (Headquarters)
Audit Statistics (2024)
- Total Plans Audited: 91
- Total AUM Audited: $19.9B
- 401(k): 91 plans, $19.9B 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 |
|---|---|---|---|
| THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | THE MOUNT SINAI MEDICAL CENTER, NY | $9.5B | 46,304 |
| ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | ATLANTIC HEALTH SYSTEM INC., NJ | $1.3B | 22,873 |
| THE LONZA US SAVINGS PLAN | LONZA USA INC., NJ | $1.2B | 5,125 |
| EMPLOYEES' CASH BALANCE PLAN OF ATLANTIC HEALTH SYSTEM, INC. | ATLANTIC HEALTH SYSTEM, NJ | $964M | 4,770 |
| THE EISAI RETIREMENT PLAN | EISAI CORPORATION OF NORTH AMERICA, NJ | $927M | 1,779 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $564M | 2,205 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NJ | $471M | 1,795 |
| 401(k) Retirement Plan | Professional Services Sponsor, NJ | $375M | 188 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $359M | 4,084 |
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