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 (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
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAMZIMMER BIOMET HOLDINGS, INC., IN$1.5B7,103
ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLANZIMMER BIOMET HOLDINGS, INC., IN$386M284
LIPPERT COMPONENTS, INC. EMPLOYEE RETIREMENT SAVINGS PLANLIPPERT COMPONENTS, INC., IN$304M9,605
TATE & LYLE SALARIED COMPREHENSIVE RETIREMENT PLANTATE & LYLE AMERICAS, LLC, IL$233M619
LANDIS&GYR SAVINGS AND PROFIT SHARING PLANLANDIS&GYR TECHNOLOGY, INC., GA$232M905
PRIMIENT SALARIED COMPREHENSIVE RETIREMENT PLANPRIMARY PRODUCTS INGREDIENTS AMERICAS, LLC, IL$216M1,148
ECS, P. C. PROFIT SHARING AND SAVINGS PLAN AND TRUSTEMERGENCY CARE SPECIALISTS, P.C., MI$195M374
ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAMZIMVIE US CORP LLC., FL$178M806
OAK VIEW GROUP 401(K) PLANOAK VIEW GROUP, LLC, PA$176M49,999
AS AMERICA, INC. 401(K) PLANAS AMERICA, INC., NJ$172M1,765
CTB, INC. PROFIT SHARING PLANCTB, INC., IN$159M1,175
DEXTER 401(K) RETIREMENT SAVINGS PLANDEXTER AXLE COMPANY, IN$157M2,543
STEEL WAREHOUSE, LOCK JOINT TUBE AND SFI CONSOLIDATED PROFIT SHARING PLANSTEEL WAREHOUSE COMPANY LLC, IN$128M1,585
ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLANPRIVIA MEDICAL GROUP INDIANA, LLC, IN$67M313
HORIZON BANCORP EMPLOYEES' THRIFT PLANHORIZON BANCORP, IN$67M817
LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLANLEEP ENTERPRISES, LLC, IN$62M1,253
BIG C LUMBER CO., INC. PROFIT SHARING PLANBIG C LUMBER CO., INC., IN$45M319
SPECIAL-LITE, INC. RETIREMENT AND SAVINGS PLAN AND TRUSTSPECIAL-LITE, INC., MI$42M247
GIBSON INSURANCE AGENCY, INC. 401(K) PLANGIBSON INSURANCE AGENCY, INC., IN$38M185
TATE & LYLE HOURLY COMPREHENSIVE RETIREMENT PLANTATE & LYLE AMERICAS, LLC, IL$37M335

Showing top 20 of 123 plans serviced in 2024.

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