# Anstiss &amp; Co. P.c.
Source: https://planprovider.pro/provider/anstiss-and-co-pc

> 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,…

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](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).

| 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) THRIFT PLAN FOR EMPLOYEES OF MAKING OPPORTUNITY COUNT, INC.|MAKING OPPORTUNITY COUNT, INC., MA|$13M|565|

| CLEAN AIR TASK FORCE SAFE HARBOR 401(K) PLAN|CLEAN AIR TASK FORCE, MA|$12M|85|

| PM GROUP 401(K) PLAN|PM HOLDINGS US, INC., MA|$12M|106|

| C SQUARED SYSTEMS, L.L.C. 401(K) PLAN|C SQUARED SYSTEMS, L.L.C., NH|$11M|139|

| GREATER LAWRENCE COMMUNITY ACTION COUNCIL, INC. 403(B) PLAN|GREATER LAWRENCE COMMUNITY ACTION COUNCIL INC. 403B PLAN, MA|$7M|311|

| WELLESLEY COMMUNITY CHILDRENS CENTER RETIREMENT PLAN|WELLESLEY COMMUNITY CHILDRENS CENTER INC, MA|$7M|107|

| CAMPUS CHILD CARE, INC. 403(B) RETIREMENT PLAN|CAMPUS CHILD CARE, INC., MA|$7M|225|

| CIL, INC. 401(K) PROFIT SHARING PLAN|CIL, INC., MA|$5M|137|

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- [Miller Wachman LLP](https://planprovider.pro/provider/miller-wachman-llp) - Boston, MA

- [Adelson & Company PC](https://planprovider.pro/provider/adelson-and-company-pc) - Pittsfield, MA

- [Stowe & Degon LLC](https://planprovider.pro/provider/stowe-and-degon-llc) - Westborough, MA

- [Newburg & Company, LLP](https://planprovider.pro/provider/newburg-and-company-llp) - Waltham, MA

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