King McNamara Moriarty LLP

Employee Benefit Plan Auditor

Norwood, MA

About King McNamara Moriarty LLP

<p>South of Boston in Norwood, King McNamara Moriarty LLP is a public accounting firm that works with retirement plan sponsors across the Greater Boston area and throughout Massachusetts.</p> <p>Founded in 1967, the firm provides audit and attest services alongside tax, accounting, and consulting. Its client base includes organizations and high-net-worth individuals, with industry work that includes restaurants, construction, and property management.</p> <p>For companies that need <a href="/auditors/401k">401(k) auditors</a> and other plan-related audit support, KMM brings the same team-based approach it uses across its attest practice. Partner Tara Ellis, CPA, is noted for providing forward-looking tax and business advice as part of the firm’s client service model.</p> <p>One point that sets KMM apart is its long-standing Massachusetts presence, with more than five decades of local business and industry experience. Phone: (781) 769-6300.</p> <ul> <li>Public accounting firm founded in 1967</li> <li>Audit/attest, tax, accounting, and consulting services</li> <li>Works with organizations and high-net-worth individuals</li> <li>Industry experience in restaurants, construction, and property management</li> <li>Headquarters in Norwood, Massachusetts (Greater Boston)</li> </ul>

Website: https://www.kmmcpa.com/

Founded: 1967

Office Locations

  • Norwood, MA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 6
  • Total AUM Audited: $147.2M
  • 401(k): 6 plans, $147.2M 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
SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN SYMMES MAINI & MCKEE ASSOC. INC., MA $63M 209
PRINCESS HOUSE, INC. 401(K) PLAN PRINCESS HOUSE, INC., MA $37M 165
SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN SYMMES MAINI & MCKEE ASSOCIATES, INC., MA $14M 184
PRINCESS HOUSE, INC. RETIREMENT PLAN PRINCESS HOUSE, INC., MA $13M 22
UPF EMPLOYEE 401(K) SAVINGS PLAN UNITED PLASTIC FABRICATING, INC., MA $11M 239
401(k) Retirement Plan Healthcare Sponsor, MA $6M 99

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