GRASSI & CO., CPAS, P.C.

Employee Benefit Plan Auditor

About GRASSI & CO., CPAS, P.C.

<p>With over 550 employees, Grassi &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUNDBOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND, NY$1.2B2,187
IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDBOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUND, NY$706M1,826
GLOBAL INFRASTRUCTURE SAVINGS PLANT.Y. LIN INTERNATIONAL GROUP, LTD, CA$444M2,148
STRUCTURE TONE ORGANIZATION 401K PROFIT SHARING PLANSTO BUILDING GROUP, INC., NY$402M1,549
ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLANALLIED WORLD ASSURANCE COMPANY (U.S.) INC., NY$310M884
MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLANMOELIS & COMPANY HOLDINGS LP, NY$206M932
H2M ARCHITECTS + ENGINEERS 401(K) PLANH2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHI, NY$168M574
LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLANLAYTON CONSTRUCTION COMPANY, LLC, UT$154M1,372
KASEYA 401(K) PROFIT SHARING PLANKASEYA US, LLC, FL$144M2,342
HARDESTY & HANOVER EMPLOYEES' 401(K) PROFIT SHARING PLANHARDESTY & HANOVER HOLDING,LLC, NY$138M633
REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLANREGIONAL CANCER CARE ASSOCIATES LLC, NJ$126M521
HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLANHUNTER ROBERTS CONSTRUCTION GROUP, LLC, NY$119M312
TAKASAGO INTERNATIONAL CORP. (USA) 401(K) PLANTAKASAGO INTERNATIONAL CORP. (USA), NJ$119M471
ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLANZWANGER & PESIRI RADIOLOGY GROUP, NY$114M1,032
ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLANROUX ASSOCIATES, INC., NY$110M440
AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLANAKRF, INC., NY$102M395
CULLEN AND DYKMAN SAVINGS PLAN ICULLEN & DYKMAN, LLP, NY$89M192
MED-METRIX 401K PLANMED-METRIX LLC, NJ$75M2,088
CLEVER DEVICES LTD. 401(K) PLANCLEVER DEVICES LTD., NY$73M442
THE HILLER COMPANIES DEFINED CONTRIBUTION PLANTHE HILLER COMPANIES, LLC., AL$69M1,785

Showing top 20 of 116 plans serviced in 2024.