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 (2025)

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 FUND BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUND, NY $1.2B 2,187
STV RETIREMENT PLAN STV GROUP, INC., PA $930M 3,360
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
401(k) Retirement Plan Healthcare Sponsor, NY $310M 884
401(k) Retirement Plan Manufacturing Sponsor, NY $229M 1,638
401(k) Retirement Plan Professional Services Sponsor, NY $206M 932
401(k) Retirement Plan Technology Sponsor, NY $168M 574

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