KerberRose SC

Employee Benefit Plan Auditor

Shawano, WI

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 &amp; 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).

PlanSponsorAssetsParticipants
ACP CREATIVIT, LLC 401(K) PLANACP CREATIVIT, LLC, IL$33M332
OEC GRAPHICS, INC. RETIREMENT PLANOEC GRAPHICS, INC., WI$32M190
NERCON ENG. & MFG. INC .RETIREMENT SAVINGS PLANNERCON ENG. & MFG.INC., WI$32M124
RENNES GROUP, INC. 401(K) PLAN AND TRUSTRENNES GROUP, INC., WI$31M1,053
VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUSTVILLAGE ASSOCIATES INC., WI$30M321
LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLANLAMERS BUS LINES, INC., WI$27M1,334
MACHINE SERVICE, INC. PROFIT SHARING PLANMACHINE SERVICE, INC., WI$26M162
THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLANTHE STEPHENSON NATIONAL BANK & TRUST, WI$26M114
CBC COATING, INC. EMPLOYEES' PENSION PLANCBC COATING, INC., WI$24M
GREEN BAY ONCOLOGY, LTD EMPLOYEES PROFIT SHARING 401(K) PLANGREEN BAY ONCOLOGY, LTD, WI$23M85
FAIRCHILD EQUIPMENT, INC. 401(K) PROFIT SHARING PLANFAIRCHILD EQUIPMENT, INC., WI$23M332
J & D TUBE BENDERS INC. PROFIT SHARING PLANJ & D TUBE BENDERS, INC., WI$18M110
SWIDERSKI EQUIPMENT, INC. SAVINGS AND RETIREMENT PLANSWIDERSKI EQUIPMENT, INC., WI$13M153
VETERAN'S TRUCK LINE INC. 401K/ EMPLOYEE PROFITVETERAN'S TRUCK LINE, INC., WI$13M133
CONGER INDUSTRIES INC EMPLOYEES 401K PLAN & TRUSTCONGER INDUSTRIES, INC., WI$13M129
WYSOCKI FAMILY FARMS 401(K) PLANWSF, INC., WI$12M229
TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLANTRANSPORT REFRIGERATION INC., WI$12M631
PROFESSIONAL PLATING, INC. 401(K) PROFIT SHARING PLANPROFESSIONAL PLATING, INC., WI$11M149
DORSCH FORD 401(K) PROFIT SHARING PLANY&D CORP DBA DORSCH FORD LINCOLN KIA, WI$10M215
MIDWEST CARRIERS 401K PLAN & TRUSTV&S MIDWEST CARRIERS, CORP, WI$10M170

Showing top 20 of 37 plans serviced in 2024.

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