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 (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).

PlanSponsorAssetsParticipants
BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN BISON TRANSPORT (USA), INC., WI $41M 921
ACP CREATIVIT, LLC 401(K) PLAN ACP CREATIVIT, LLC, IL $33M 332
OEC GRAPHICS, INC. RETIREMENT PLAN OEC GRAPHICS, INC., WI $32M 190
NERCON ENG. & MFG. INC .RETIREMENT SAVINGS PLAN NERCON ENG. & MFG.INC., WI $32M 124
RENNES GROUP, INC. 401(K) PLAN AND TRUST RENNES GROUP, INC., WI $31M 1,053
401(k) Retirement Plan Healthcare Sponsor, WI $30M 79
401(k) Retirement Plan Manufacturing Sponsor, WI $30M 321
401(k) Retirement Plan Professional Services Sponsor, WI $27M 1,334
401(k) Retirement Plan Technology Sponsor, WI $26M 162

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