About Lee & Crowley, LLC
<p>Founded in 2017, this independent accounting firm focuses on assurance, tax, and business advisory work for organizations and individuals.</p> <p>Lee & Crowley, LLC is headquartered in Cranston, Rhode Island, serving the Providence metro and the wider Southern New England area.</p> <p>The firm handles corporate and individual tax planning, tax preparation, audits, and due diligence. Clients that want one team for both tax work and assurance can keep those services under one roof.</p> <ul> <li>Assurance and audit services, including retirement plan audit support</li> <li>Corporate tax planning and preparation</li> <li>Individual tax planning and preparation</li> <li>Due diligence for transactions and financial reviews</li> <li>Business advisory support</li> </ul> <p>For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> as part of their broader accounting relationship, the firm can align audit work with ongoing tax and reporting needs.</p>
Website: https://leeandcrowley.com/
Founded: 2017
Office Locations
- Cranston, RI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 12
- Total AUM Audited: $644.9M
- 401(k): 12 plans, $644.9M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | IPG PHOTONICS CORPORATION, MA | $289M | 1,940 |
| BAUPOST GROUP SAVINGS RETIREMENT PLAN | THE BAUPOST GROUP, L.L.C., MA | $156M | 240 |
| HEMENWAY & BARNES 401(K) PLAN | HEMENWAY & BARNES LLP, MA | $68M | 131 |
| INFINITE ELECTRONICS 401(K) PLAN | INFINITE ELECTRONICS, INC., CA | $51M | 563 |
| XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | XS BROKERS, MA | $25M | 203 |
| EVOLV TECHNOLOGY 401(K) PLAN | EVOLV TECHNOLOGIES, INC., MA | $13M | 240 |
| DEMIURGE STUDIOS INC. 401K AND PROFIT SHARING PLAN | DEMIURGE STUDIOS INC., MA | $12M | 91 |
| OMEGA THERAPEUTICS, INC. 401(K) PLAN | OMEGA THERAPEUTICS, INC., MA | $12M | 41 |
| LAWTON WELDING CO., INC. 401(K) PLAN | LAWTON WELDING CO., INC., MA | $11M | 127 |
| ITERATIVE HEALTH 401(K) PLAN | ITERATIVE SCOPES, INC. DBA ITERATIVE HEALTH, MA | $5M | 104 |
| OHIO BUSINESS MACHINES LLC 401(K) PROFIT SHARING PLAN & TRUST | OHIO BUSINESS MACHINES LLC, OH | $1M | 54 |