Kaufman Rossin & Co.

Employee Benefit Plan Auditor

Coconut Grove, FL

About Kaufman Rossin & Co.

<p>From its Coconut Grove headquarters in the Miami metro area, Kaufman Rossin &amp; Co. is an accounting firm with more than 700 professionals and a long history in Florida.</p> <p>Founded in 1962, the firm is known for steady staffing and consistent service across client teams. Its main office is located at 3310 Mary Street, Suite 501, Miami, FL.</p> <p>Kaufman Rossin provides audit and assurance work along with tax services and several advisory lines. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and related plan audit support, the firm’s broader assurance and risk capabilities can be useful when plans have complex payroll, controls, or reporting needs.</p> <p>Services span standard CPA work plus specialty practices, including forensic and valuation work, which helps when audits involve investigations, disputes, or non-routine transactions. More information is available at kaufmanrossin.com.</p> <ul> <li>Audit and assurance</li> <li>Tax services</li> <li>Forensic services</li> <li>Advisory and valuation</li> <li>Risk advisory and business consulting</li> </ul>

Website: https://kaufmanrossin.com/

Founded: 1962

Office Locations

  • Coconut Grove, FL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 27
  • Total AUM Audited: $833.3M
  • 401(k): 27 plans, $833.3M 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
FIRSTSERVICE RESIDENTIAL 401(K) PLAN FIRSTSERVICE RESIDENTIAL, INC., FL $328M 15,603
CAREABOUT 401(K) PLAN CAREABOUT MSO, LLC, NY $177M 1,740
FMSBONDS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST FMSBONDS, INC., FL $63M 116
BSBP&A LLP 401(K) PLAN I BILZIN SUMBERG BAENA PRICE & AXELROD LLP, FL $57M 143
MEDICAL SPECIALISTS OF THE PALM BEACHES, INC. 401(K) SAVINGS PLAN MEDICAL SPECIALISTS OF THE PALM BEACHES, INC., FL $52M 316
401(k) Retirement Plan Healthcare Sponsor, CA $48M 515
401(k) Retirement Plan Manufacturing Sponsor, FL $44M 154
401(k) Retirement Plan Professional Services Sponsor, FL $44M 105
401(k) Retirement Plan Technology Sponsor, FL $42M 156

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