About Monroe Shine & Co., Inc.
<p>Just across the river from Louisville in New Albany, Indiana, Monroe Shine & Co., Inc. is a CPA firm that provides audit and assurance work for organizations in the Ohio River Valley and beyond.</p> <p>Founded in 2012, the firm operates from its headquarters at 222 East Market Street, New Albany, IN. Monroe Shine notes a history stretching back 100 years and offers CPA and financial consulting services for a range of business needs.</p> <p>In addition to audit and assurance, the team works on accounting and business consulting projects, with industry experience that includes Manufacturing & Distribution and Financial Institutions. A practical mix of audit work and day-to-day advisory support is what sets the firm apart for clients that want one firm to handle both compliance and planning.</p> <p>To reach the office, call (812) 945-2311 or contact auditor Gregory A. Cockerel. Monroe Shine is listed in our directory of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>CPA firm providing audit and assurance services</li> <li>Financial consulting and business advisory support</li> <li>Industry experience in Manufacturing & Distribution</li> <li>Industry experience in Financial Institutions</li> <li>Headquarters: 222 East Market Street, New Albany, IN</li> </ul>
Website: https://www.monroeshine.com/
Founded: 2012
Office Locations
- New Albany, IN (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 25
- Total AUM Audited: $990.9M
- 401(k): 25 plans, $990.9M 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 |
|---|---|---|---|
| SAMTEC, INCORPORATED RETIREMENT PLAN | SAMTEC, INC., IN | $583M | 1,940 |
| THORNTON EMPLOYEE SAVINGS (401(K)) PLAN | THORNTONS LLC, KY | $60M | 2,881 |
| AIR HYDRO POWER, LLC 401(K) PLAN | AIR HYDRO POWER, LLC., KY | $43M | 367 |
| COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN | COMMONWEALTH ANESTHESIA, PSC, KY | $38M | 94 |
| NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN | NTS DEVELOPMENT COMPANY, KY | $35M | 208 |
| Defined Benefit Plan | Healthcare Sponsor, KY | $33M | 231 |
| 401(k) Retirement Plan | Manufacturing Sponsor, KY | $29M | 141 |
| 401(k) Retirement Plan | Professional Services Sponsor, IN | $28M | 271 |
| 401(k) Retirement Plan | Technology Sponsor, IN | $27M | 191 |
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