About DiSanto, Priest & Co.
<p>Founded in 1970, DiSanto, Priest & Co. is a CPA firm in Warwick in the Providence metro area, working with privately held and middle-market businesses across New England.</p> <p>The firm has 108 employees and provides audit services, tax preparation, and advisory support that can scale as a company grows. Retirement plan audits are part of its audit practice, including work commonly associated with <a href="/auditors/401k">401(k) auditors</a> for organizations that need an annual plan audit.</p> <p>DiSanto, Priest & Co. works across several business sectors, including Manufacturing, Distribution & Retail, Real Estate & Construction, and Professional Services. A practical mix of tax and audit experience is a key differentiator for clients that want their plan audit and business tax planning handled under one roof.</p> <p>Phone: 401.921.2000.</p> <ul> <li>Audit services, including retirement plan audits</li> <li>Tax preparation and planning</li> <li>Advisory services for privately held and middle-market companies</li> <li>Industry experience in Manufacturing, Distribution & Retail, Real Estate & Construction, and Professional Services</li> </ul>
Website: https://www.disantopriest.com/
Founded: 1970
Employees: 108
Office Locations
- Warwick, RI
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $423.8M
- 401(k): 10 plans, $423.8M 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 |
|---|---|---|---|
| RHODE ISLAND MEDICAL IMAGING, INC. PROFIT SHARING PLAN | RHODE ISLAND MEDICAL IMAGING, INC., RI | $174M | 556 |
| NEW ENGLAND INSTITUTE OF TECHNOLOGY TAX SHELTERED ANNUITY MATCHING PLAN | NEW ENGLAND INSTITUTE OF TECHNOLOGY, RI | $80M | 274 |
| NAVIGANT CREDIT UNION THRIFT 401(K) PLAN | NAVIGANT CREDIT UNION, RI | $59M | 397 |
| IGUS BEARINGS, INC. 401(K) PLAN | IGUS BEARINGS, INC., RI | $35M | 505 |
| PROVIDENCE MUTUAL FIRE INSURANCE COMPANY PROFIT SHARING & 401(K) SAVINGS PLAN | PROVIDENCE MUTUAL FIRE INSURANCE COMPANY, RI | $25M | 85 |
| PARE CORPORATION 401(K) PLAN | PARE CORPORATION, RI | $25M | 165 |
| NAVIGANT CREDIT UNION DEFINED BENEFIT PENSION PLAN AND TRUST | NAVIGANT CREDIT UNION, RI | $15M | 94 |
| HYDRATION LABS, INC. RETIREMENT PLAN | HYDRATION LABS, INC., MA | $8M | 191 |
| SARGENT REHABILITATION CENTER INC DC PLAN | SARGENT REHABILITATION CENTER, RI | $7M | 177 |
| MURDOCK WEBBING COMPANY, INC. EMPLOYEE SAVINGS & SECURITY PLAN | MURDOCK WEBBING COMPANY, INC., RI | $6M | 185 |
| A.I.S. PROFIT SHARING PLAN | A.I.S., INC., MA | $5M | 201 |