About KerberRose SC
<p>Founded in 1979, KerberRose SC has grown into a 220-employee accounting firm with headquarters in Shawano, serving communities across Wisconsin and Michigan’s Upper Peninsula.</p> <p>The firm provides accounting, tax services, advisory, audit & assurance, payroll, and wealth management. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other plan audit support, KerberRose’s audit team handles employee benefit plan engagements alongside its broader assurance work.</p> <p>In the Shawano office, Zachary Linsmeyer, CPA, Senior Manager and Shareholder, focuses on audits, reviews, and consultations for non-profit organizations and employee benefit plans. Clients can reach the Shawano team at (715) 526-9400 or learn more at <a href="https://kerberrose.com/">https://kerberrose.com/</a>.</p> <p>What sets KerberRose apart is the range of in-house services—from payroll through wealth management—available alongside audit and assurance work under one roof.</p> <ul> <li>Employee benefit plan audits and related assurance services</li> <li>Audits, reviews, and consultations for non-profits</li> <li>Accounting and tax preparation/planning</li> <li>Payroll services</li> <li>Advisory and wealth management</li> </ul>
Website: https://kerberrose.com/
Founded: 1979
Employees: 220
Office Locations
- Shawano, WI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 32
- Total AUM Audited: $457.3M
- 401(k): 32 plans, $457.3M 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).
Showing top 20 of 37 plans serviced in 2024.