Katz Sapper & Miller LLP

Employee Benefit Plan Auditor

Indianapolis, IN

About Katz Sapper & Miller LLP

<p>Ranked as the 48th largest U.S. accounting firm, Katz Sapper &amp; Miller LLP (KSM) handles audit work as part of a broader advisory and tax practice.</p> <p>Headquartered in Indianapolis, KSM works with organizations across the Indianapolis metro area and beyond. The firm’s retirement plan-related work fits within its audit services, alongside its advisory and tax teams.</p> <p>KSM’s differentiator is the range of services available under one roof, which can help plan sponsors coordinate retirement plan audit needs with related tax and business priorities.</p> <ul> <li>Audit services, including retirement plan audits by <a href="/auditors/401k">401(k) auditors</a></li> <li>Tax services</li> <li>Advisory services</li> <li>Support for employers working with <a href="/retirement-plans">retirement plan providers</a> on plan administration and reporting</li> </ul>

Website: https://www.ksmcpa.com/

Office Locations

  • Indianapolis, IN
  • Indianapolis, IN (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 266
  • Total AUM Audited: $16.5B
  • 401(k): 266 plans, $16.5B 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
COMMUNITY HEALTH NETWORK 401(K) RETIREMENT PLANCOMMUNITY HEALTH NETWORK, INC., IN$1.6B17,126
VEOLIA NORTH AMERICA 401(K) SAVINGS PLANVEOLIA NORTH AMERICA, LLC, MA$1.0B7,090
CONCENTRIX RETIREMENT AND SAVINGS PLANCONCENTRIX CVG CORPORATION, OH$880M35,537
SCRIPPS RETIREMENT AND INVESTMENT PLANE.W. SCRIPPS RETIREMENT & INVESTMENT PLAN COMMITTEE, OH$874M4,832
TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLANTAFT STETTINIUS & HOLLISTER LLP, OH$849M1,468
US LBM HOLDINGS, LLC 401(K) PLANUS LBM, LLC, GA$620M13,254
PROCESS EQUIPMENT GROUP 401(K) SAVINGS PLANHILLENBRAND, INC., IN$545M2,940
VARSITY BRANDS, LLC 401(K) PROFIT SHARING PLANVARSITY BRANDS, LLC, TX$406M5,504
ICE MILLER RETIREMENT PLANICE MILLER LLP, IN$371M630
SCRIPPS/JOURNAL PENSION PLANTHE E.W. SCRIPPS COMPANY, OH$355M347
CALUMET GP, LLC RETIREMENT SAVINGS PLANCALUMET GP, LLC, IN$307M1,725
SCHWARZ PARTNERS LP 401K PROFIT SHARING PLANSCHWARZ PARTNERS LP, IN$282M5,208
HILL-ROM, INC. PENSION PLANHILL-ROM HOLDINGS, INC., IN$230M712
PRIME, INC. SUCCESS SHARING PLANNEW PRIME, INC., MO$212M3,044
BATESVILLE SAVINGS PLANBATESVILLE SERVICES LLC, IN$210M1,646
JAMES G. DAVIS CONSTRUCTION CORPORATION PROFIT SHARING, STOCK OWNERSHIP, AND 401(K) PLANJAMES G. DAVIS CONSTRUCTION CORPORATION, MD$198M506
THE HILLMAN GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLANTHE HILLMAN GROUP, INC., OH$191M3,573
COMMISSIONING AGENTS INC EMPLOYEE STOCK OWNERSHIP & 401K PLANCOMMISSIONING AGENTS INC, IN$172M449
DUCHARME, MCMILLEN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANDUCHARME, MCMILLEN & ASSOCIATES, INC., IN$164M683
COMMUNITY HEALTH NETWORK 403(B) RETIREMENT SAVINGS PLANCOMMUNITY HEALTH NETWORK, INC., IN$164M1,479

Showing top 20 of 271 plans serviced in 2024.

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