About GRASSI & CO., CPAS, P.C.
<p>With over 550 employees, Grassi & Co., CPAs, P.C. is a large accounting firm that works with organizations that need clear financial reporting and reliable oversight.</p> <p>Founded in 1980, the firm provides audit services alongside related accounting support. Retirement plan sponsors often look for <a href="/auditors/401k">401(k) auditors</a> who can coordinate closely with internal finance teams and third-party administrators, and Grassi & Co. offers that mix of plan-focused audit work and broader firm resources.</p> <p>Beyond audit engagements, the firm has professionals who cover day-to-day finance leadership and specialized reviews. That includes CPA services, CFO support, business consulting, forensic accounting, and tax advisory work.</p> <p>What sets the firm apart is the range of in-house specialties available under one roof, which can reduce handoffs when a plan audit touches payroll, tax reporting, or internal controls.</p> <ul> <li>Retirement plan audit support from <a href="/auditors/401k">401(k) auditors</a></li> <li>CPA and assurance services</li> <li>CFO and finance leadership support</li> <li>Forensic accounting</li> <li>Tax advisory services</li> </ul>
Website: https://www.grassiadvisors.com/about-us/
Founded: 1980
Audit Statistics (2024)
- Total Plans Audited: 113
- Total AUM Audited: $55.2B
- 401(k): 113 plans, $55.2B 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 |
|---|---|---|---|
| IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND | BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND, NY | $1.2B | 2,187 |
| IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND | BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND, NY | $706M | 1,826 |
| GLOBAL INFRASTRUCTURE SAVINGS PLAN | T.Y. LIN INTERNATIONAL GROUP, LTD, CA | $444M | 2,148 |
| STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLAN | STO BUILDING GROUP, INC., NY | $402M | 1,549 |
| ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC., NY | $310M | 884 |
| MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | MOELIS & COMPANY HOLDINGS LP, NY | $206M | 932 |
| H2M ARCHITECTS + ENGINEERS 401(K) PLAN | H2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHI, NY | $168M | 574 |
| LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | LAYTON CONSTRUCTION COMPANY, LLC, UT | $154M | 1,372 |
| KASEYA 401(K) PROFIT SHARING PLAN | KASEYA US, LLC, FL | $144M | 2,342 |
| HARDESTY & HANOVER EMPLOYEES' 401(K) PROFIT SHARING PLAN | HARDESTY & HANOVER HOLDING,LLC, NY | $138M | 633 |
| REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | REGIONAL CANCER CARE ASSOCIATES LLC, NJ | $126M | 521 |
| HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN | HUNTER ROBERTS CONSTRUCTION GROUP, LLC, NY | $119M | 312 |
| TAKASAGO INTERNATIONAL CORP. (USA) 401(K) PLAN | TAKASAGO INTERNATIONAL CORP. (USA), NJ | $119M | 471 |
| ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | ZWANGER & PESIRI RADIOLOGY GROUP, NY | $114M | 1,032 |
| ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | ROUX ASSOCIATES, INC., NY | $110M | 440 |
| AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN | AKRF, INC., NY | $102M | 395 |
| CULLEN AND DYKMAN SAVINGS PLAN I | CULLEN & DYKMAN, LLP, NY | $89M | 192 |
| MED-METRIX 401K PLAN | MED-METRIX LLC, NJ | $75M | 2,088 |
| CLEVER DEVICES LTD. 401(K) PLAN | CLEVER DEVICES LTD., NY | $73M | 442 |
| THE HILLER COMPANIES DEFINED CONTRIBUTION PLAN | THE HILLER COMPANIES, LLC., AL | $69M | 1,785 |
Showing top 20 of 116 plans serviced in 2024.