About Harvey & Martin, PLLC
<p>From its North Andover office in the Merrimack Valley, Harvey & Martin, PLLC provides CPA and audit services to organizations across the Greater Boston and North Shore areas.</p> <p>The firm also has an office in Gloucester on Cape Ann, managed by managing partner Jodi A. Anselmo, CPA. Together, the two Massachusetts locations support clients that need reliable accounting support and audit work.</p> <p>Harvey & Martin focuses on accounting and auditing, including employee benefit plan audits. The firm participates in the AICPA Peer Review Program and is a member of the AICPA Employee Benefit Plan Audit Quality Center, which helps keep its audit approach aligned with current professional standards.</p> <ul> <li>CPA firm with offices in North Andover and Gloucester, Massachusetts</li> <li>Accounting and auditing services</li> <li>Employee benefit plan audit work through its <a href="/auditors/401k">401(k) auditors</a> capabilities</li> <li>AICPA Peer Review Program participant</li> <li>Member of the AICPA Employee Benefit Plan Audit Quality Center</li> </ul>
Office Locations
- North Andover, MA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 4
- Total AUM Audited: $102.5M
- 401(k): 4 plans, $102.5M 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 |
|---|---|---|---|
| DARLING CONSULTING GROUP 401(K) PROFIT SHARING PLAN | DARLING CONSULTING GROUP, INC., MA | $56M | 160 |
| DATA ELECTRONIC DEVICES INC. 401(K) PLAN | DATA ELECTRONIC DEVICES INC. 401(K) PLAN, NH | $34M | 814 |
| THE CONCRETE SYSTEMS, INC. RETIREMENT TRUST | CONCRETE SYSTEMS, INC., NH | $12M | 146 |
| DOWD DELIVERIES 401(K) PLAN | DOWD DELIVERIES, NH | $209,824 | 127 |