Kruggel, Lawton & Company LLC

Employee Benefit Plan Auditor

Elkhart, IN

About Kruggel, Lawton & Company LLC

<p>Founded in 1956, Kruggel, Lawton &amp; Company LLC has grown from its Elkhart headquarters into a regional CPA firm serving the Great Lakes area, with offices across Indiana, Michigan, and Tennessee.</p> <p>From the Elkhart office in northern Indiana near the South Bend–Elkhart metro, Stephen J. Beasy, CPA, CGMA works with clients on tax preparation and related planning. The firm also handles audit and assurance work, including employee benefit plan audits for retirement plans.</p> <p>Kruggel Lawton’s client base ranges from startups to established businesses, along with individuals who need help with day-to-day accounting, tax filings, and periodic audit requirements. The firm has been recognized by INSIDE Public Accounting and Accounting Today, which helps set expectations for its depth in public accounting services.</p> <p>For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other retirement plan audit support, Kruggel Lawton combines a long operating history with a multi-state office footprint in the Midwest and South.</p> <ul> <li>Employee benefit plan audits for retirement plans</li> <li>Audit and assurance services</li> <li>Tax preparation and tax consulting</li> <li>Business advisory services</li> <li>Contact: Stephen J. Beasy, CPA, CGMA (Elkhart office)</li> </ul>

Website: https://klcpas.com/

Founded: 1956

Office Locations

  • Elkhart, IN (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 113
  • Total AUM Audited: $5.9B
  • 401(k): 113 plans, $5.9B 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
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM ZIMMER BIOMET HOLDINGS, INC., IN $1.5B 7,103
TATE & LYLE SALARIED PENSION PLAN TATE & LYLE AMERICAS, INC., IL $410M 270
ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN ZIMMER BIOMET HOLDINGS, INC., IN $386M 284
LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN LIPPERT COMPONENTS, INC., IN $304M 9,605
TATE & LYLE SALARIED COMPREHENSIVE RETIREMENT PLAN TATE & LYLE AMERICAS, LLC, IL $233M 619
401(k) Retirement Plan Healthcare Sponsor, GA $232M 905
401(k) Retirement Plan Manufacturing Sponsor, IL $216M 1,148
401(k) Retirement Plan Professional Services Sponsor, MI $195M 374
401(k) Retirement Plan Technology Sponsor, FL $178M 806

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