Anstiss & Co. P.c.

Employee Benefit Plan Auditor

Lowell, MA

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 &amp; 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 (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
COMMUNITY TEAMWORK, INC. RETIREMENT PLANCOMMUNITY TEAMWORK INC., MA$37M661
RIGHTWORKS, LLC 401(K) PLANRIGHTWORKS, LLC, NH$37M656
EDISON ENERGY GROUP 401(K) SAVINGS PLANEDISON ENERGY GROUP, INC., CA$28M122
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLANNEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION, MA$19M123
PEDIATRICS WEST, P.C. 401(K) PROFIT SHARING PLANPEDIATRICS WEST, P.C., MA$14M138
403(B) THRIFT PLAN FOR EMPLOYEES OF MAKING OPPORTUNITY COUNT, INC.MAKING OPPORTUNITY COUNT, INC., MA$13M565
CLEAN AIR TASK FORCE SAFE HARBOR 401(K) PLANCLEAN AIR TASK FORCE, MA$12M85
PM GROUP 401(K) PLANPM HOLDINGS US, INC., MA$12M106
C SQUARED SYSTEMS, L.L.C. 401(K) PLANC SQUARED SYSTEMS, L.L.C., NH$11M139
GREATER LAWRENCE COMMUNITY ACTION COUNCIL, INC. 403(B) PLANGREATER LAWRENCE COMMUNITY ACTION COUNCIL INC. 403B PLAN, MA$7M311
WELLESLEY COMMUNITY CHILDRENS CENTER RETIREMENT PLANWELLESLEY COMMUNITY CHILDRENS CENTER INC, MA$7M107
CAMPUS CHILD CARE, INC. 403(B) RETIREMENT PLANCAMPUS CHILD CARE, INC., MA$7M225
CIL, INC. 401(K) PROFIT SHARING PLANCIL, INC., MA$5M137

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