About Kimberlin Company, PLLC
<p>Founded in 2012, Kimberlin Company, PLLC is a CPA firm led by Russell K. Kimberlin with a focus on audit, accounting, and tax work for individuals and businesses. The firm is headquartered in Chandler in the Phoenix metro area and works with clients across nearby communities such as Tempe.</p> <p>As an audit provider listed among <a href="/retirement-plans">retirement plan providers</a>, the firm also handles day-to-day accounting support, including cash flow management and business planning. Tax work covers both personal and business returns, with practical help on filing and follow-through.</p> <p>Kimberlin Company, PLLC also assists clients who need hands-on support with tax problems, including lien and levy releases and representation during state audits. The differentiator is direct access to Russell K. Kimberlin’s team for quick turnaround and clear answers on specific filings and notices.</p> <ul> <li>Audit services, including retirement plan-related work</li> <li>Cash flow management and business planning</li> <li>Personal and business tax return preparation</li> <li>Lien and levy release assistance</li> <li>State audit representation and IRS form preparation</li> </ul>
Website: https://kimberlincompany.com/
Founded: 2012
Office Locations
- Chandler, AZ (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 207
- Total AUM Audited: $2.3B
- 401(k): 207 plans, $2.3B 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 |
|---|---|---|---|
| VIANT MEDICAL, LLC 401(K) PLAN | VIANT MEDICAL, LLC, MA | $153M | 2,944 |
| COGNOSANTE LLC 401(K) PLAN | COGNOSANTE, LLC, VA | $89M | 946 |
| CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN | CAUSEWAY CAPITAL MANAGEMENT LLC, CA | $80M | 102 |
| RAWLINGS SPORTING GOODS 401(K) PLAN | RAWLINGS SPORTING GOODS COMPANY, INC., MO | $69M | 851 |
| WDP POOLED EMPLOYER PLAN | AXIOS ADVISORY GROUP, LLC, PA | $61M | 3,990 |
| THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN | OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C., CO | $56M | 86 |
| EMPOWERME WELLNESS RETIREMENT SAVINGS PLAN | EMPOWERME HOLDINGS, LLC, MO | $53M | 2,068 |
| UROLOGY OF ST. LOUIS, INC. 401(K) PROFIT SHARING PLAN | UROLOGY OF ST. LOUIS, INC., MO | $49M | 337 |
| CHARLESTON ENT ASSOCIATES, LLC PROFIT SHARING PLAN | CHARLESTON ENT ASSOCIATES, LLC, SC | $49M | 318 |
| SYSTEM1 LLC 401(K) PLAN | SYSTEM1 OPCO, LLC, CA | $42M | 256 |
| THE BERGE GROUP RETIREMENT SAVINGS PLAN | BELL FORD, INC., AZ | $39M | 1,245 |
| TEP HOLDINGS 401(K) PLAN | TEP HOLDINGS, LLC, NC | $39M | 979 |
| AFFINITY GAMING RETIREMENT SAVINGS PLAN | AFFINITY GAMING, NV | $38M | 1,204 |
| GEN4 DENTAL PARTNERS 401(K) RETIREMENT PLAN | GEN4 DENTAL PARTNERS OPCO, LLC, AZ | $33M | 1,646 |
| L & F DISTRIBUTORS 401(K) PLAN | L & F DISTRIBUTORS, LLC, TX | $32M | 1,298 |
| CMVBS 401(K) PLAN | CLAPP, MORONEY, VUCINICH, BEEMAN AND SCHELEY, A PROF. CORP, CA | $30M | 73 |
| BURROW GLOBAL 401(K) SAVINGS PLAN | BURROW GLOBAL, LLC, TX | $29M | 427 |
| MPULSE 401(K) PLAN | MPULSE MOBILE, CA | $28M | 410 |
| AAM, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AAM. LLC, AZ | $26M | 924 |
| BOEDEKER PLASTICS, INC. 401(K) PLAN | BOEDEKER PLASTICS INC., TX | $26M | 190 |
Showing top 20 of 219 plans serviced in 2025.