# KerberRose SC
Source: https://planprovider.pro/provider/kerberrose-sc

> Founded in 1979, KerberRose SC has grown into a 220-employee accounting firm with headquarters in Shawano, serving communities across Wisconsin and Michigan’…

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/](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).

| Plan|Sponsor|Assets|Participants|

| 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|

| VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST|VILLAGE ASSOCIATES INC., WI|$30M|321|

| LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLAN|LAMERS BUS LINES, INC., WI|$27M|1,334|

| MACHINE SERVICE, INC. PROFIT SHARING PLAN|MACHINE SERVICE, INC., WI|$26M|162|

| THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN|THE STEPHENSON NATIONAL BANK & TRUST, WI|$26M|114|

| CBC COATING, INC. EMPLOYEES' PENSION PLAN|CBC COATING, INC., WI|$24M|—|

| GREEN BAY ONCOLOGY, LTD EMPLOYEES PROFIT SHARING 401(K) PLAN|GREEN BAY ONCOLOGY, LTD, WI|$23M|85|

| FAIRCHILD EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN|FAIRCHILD EQUIPMENT, INC., WI|$23M|332|

| J & D TUBE BENDERS INC. PROFIT SHARING PLAN|J & D TUBE BENDERS, INC., WI|$18M|110|

| SWIDERSKI EQUIPMENT, INC. SAVINGS AND RETIREMENT PLAN|SWIDERSKI EQUIPMENT, INC., WI|$13M|153|

| VETERAN'S TRUCK LINE INC. 401K/ EMPLOYEE PROFIT|VETERAN'S TRUCK LINE, INC., WI|$13M|133|

| CONGER INDUSTRIES INC EMPLOYEES 401K PLAN & TRUST|CONGER INDUSTRIES, INC., WI|$13M|129|

| WYSOCKI FAMILY FARMS 401(K) PLAN|WSF, INC., WI|$12M|229|

| TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN|TRANSPORT REFRIGERATION INC., WI|$12M|631|

| PROFESSIONAL PLATING, INC. 401(K) PROFIT SHARING PLAN|PROFESSIONAL PLATING, INC., WI|$11M|149|

| DORSCH FORD 401(K) PROFIT SHARING PLAN|Y&D CORP DBA DORSCH FORD LINCOLN KIA, WI|$10M|215|

| MIDWEST CARRIERS 401K PLAN & TRUST|V&S MIDWEST CARRIERS, CORP, WI|$10M|170|

Showing top 20 of 37 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in WI

- [Quandt Berndt & Company LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) - Waukesha, WI

- [Gordon J. Maier & Company, LLP](https://planprovider.pro/provider/gordon-j-maier-and-company-llp) - Racine, WI

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- [Ritz Holman LLP](https://planprovider.pro/provider/ritz-holman-llp) - Milwaukee, WI

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- [Wegner CPAs, LLP](https://planprovider.pro/provider/wegner-cpas-llp) - Madison, WI

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- [Hawkins Ash CPAs, LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) - La Crosse, WI

- [Wipfli LLP](https://planprovider.pro/provider/wipfli-llp) - Eau Claire, WI

- [Vrakas CPAs + Advisors](https://planprovider.pro/provider/vrakas-cpas-advisors) - Brookfield, WI

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