About Anstiss & Co. P.c.
<p>Audit and tax work are the core of this CPA firm’s practice, with retirement plan audit services for employers that sponsor qualified plans. Founded in 1964, Anstiss & Co. P.C. is based in Lowell in the Merrimack Valley, serving the Greater Boston area and clients across New England.</p> <p>The firm handles financial statement audits, tax compliance, tax planning, and management consulting. Plan sponsors looking for a <a href="/auditors/401k">401(k) auditor</a> can work with the team on the annual plan audit and related reporting that supports Form 5500 filings.</p> <p>Recent leadership changes include Raymond L. Anstiss Jr., CPA, MBA, who became a Partner and Managing Partner of the Chelmsford office at Grassi after the integration of the two firms. This integration is a practical differentiator for clients who want continuity from the Anstiss team along with access to Grassi’s broader resources.</p> <ul> <li>Retirement plan audits, including 401(k) plan audits</li> <li>Financial statement audit services</li> <li>Tax compliance and tax planning</li> <li>Management consulting for closely held businesses</li> </ul>
Website: http://www.anstisscpa.com
Founded: 1964
Office Locations
- Lowell, MA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 15
- Total AUM Audited: $183.2M
- 401(k): 15 plans, $183.2M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| COMMUNITY TEAMWORK, INC. RETIREMENT PLAN | COMMUNITY TEAMWORK INC., MA | $37M | 661 |
| RIGHTWORKS, LLC 401(K) PLAN | RIGHTWORKS, LLC, NH | $37M | 656 |
| EDISON ENERGY GROUP 401(K) SAVINGS PLAN | EDISON ENERGY GROUP, INC., CA | $28M | 122 |
| NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION, MA | $19M | 123 |
| PEDIATRICS WEST, P.C. 401(K) PROFIT SHARING PLAN | PEDIATRICS WEST, P.C., MA | $14M | 138 |
| 403(b) Retirement Plan | Healthcare Sponsor, MA | $13M | 565 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MA | $12M | 85 |
| 401(k) Retirement Plan | Professional Services Sponsor, MA | $12M | 106 |
| 401(k) Retirement Plan | Technology Sponsor, NH | $11M | 139 |
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