About Kerkering, Barberio & Co.
<p>Founded in 1972, Kerkering, Barberio & Co. is a CPA firm headquartered in Sarasota on Florida’s Gulf Coast, with work that reaches across the Sarasota–Tampa Bay region.</p> <p>The firm handles audit and assurance projects along with tax, accounting, and consulting. Its team works with organizations that need clear financial reporting and help staying aligned with reporting and compliance requirements.</p> <p>Kerkering, Barberio & Co. also supports several industry and organization types, including healthcare practices, nonprofit organizations, law firms, and construction businesses, plus estate and trust planning needs. What sets the firm apart is its mix of audit work and industry-specific accounting services under one roof.</p> <p>For retirement plans that require an independent financial statement audit, the firm is a local option among <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> that support plan sponsors.</p> <ul> <li>Financial audit & assurance</li> <li>Tax, accounting, and consulting services</li> <li>Healthcare, nonprofit, law firm, and construction accounting</li> <li>Estate and trust planning</li> </ul>
Website: https://kbgrp.com/
Founded: 1972
Office Locations
- Sarasota, FL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 13
- Total AUM Audited: $348.6M
- 401(k): 13 plans, $348.6M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| FLORIDA CANCER SPECIALISTS & RESEARCH INSTITUTE, LLC 401(K) PROFIT SHARING PLAN & TRUST | FLORIDA CANCER SPECIALISTS & RESEARCH INSTITUTE, LLC, FL | $297M | 2,862 |
| EMPATH HEALTH 403(B) PLAN | EMPATH-STRATUM, INC., FL | $145M | 2,674 |
| AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AMERICAN ONCOLOGY NETWORK, INC., FL | $100M | 1,785 |
| AMERICAN ONCOLOGY NETWORK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AMERICAN ONCOLOGY NETWORK, INC., FL | $79M | 1,362 |
| MOTE MARINE LABORATORY, INC. RETIREMENT PLAN | MOTE MARINE LABORATORY, INC., FL | $29M | 337 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $16M | 119 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $15M | 308 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $9M | 440 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $9M | 150 |
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