About Katz Sapper & Miller LLP
<p>Ranked as the 48th largest U.S. accounting firm, Katz Sapper & 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 (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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| COMMUNITY HEALTH NETWORK 401(K) RETIREMENT PLAN | COMMUNITY HEALTH NETWORK, INC., IN | $1.6B | 17,126 |
| VEOLIA NORTH AMERICA 401(K) SAVINGS PLAN | VEOLIA NORTH AMERICA, LLC, MA | $1.0B | 7,090 |
| CONCENTRIX RETIREMENT AND SAVINGS PLAN | CONCENTRIX CVG CORPORATION, OH | $880M | 35,537 |
| SCRIPPS RETIREMENT AND INVESTMENT PLAN | E.W. SCRIPPS RETIREMENT & INVESTMENT PLAN COMMITTEE, OH | $874M | 4,832 |
| TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN | TAFT STETTINIUS & HOLLISTER LLP, OH | $849M | 1,468 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $620M | 13,254 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IN | $545M | 2,940 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $406M | 5,504 |
| 401(k) Retirement Plan | Technology Sponsor, IN | $371M | 630 |
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