Monroe Shine & Co., Inc.

Employee Benefit Plan Auditor

New Albany, IN

About Monroe Shine & Co., Inc.

<p>Just across the river from Louisville in New Albany, Indiana, Monroe Shine &amp; 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 &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
SAMTEC, INCORPORATED RETIREMENT PLANSAMTEC, INC., IN$583M1,940
THORNTON EMPLOYEE SAVINGS (401(K)) PLANTHORNTONS LLC, KY$60M2,881
AIR HYDRO POWER, LLC 401(K) PLANAIR HYDRO POWER, LLC., KY$43M367
COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLANCOMMONWEALTH ANESTHESIA, PSC, KY$38M94
NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLANNTS DEVELOPMENT COMPANY, KY$35M208
PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTPARK COMMUNITY CREDIT UNION, KY$33M231
VONLEHMAN & CO., INC. EMPLOYEE'S SAVINGS PLANVONLEHMAN & COMPANY, INC., KY$29M141
KOETTER WOODWORKING, INC. 401(K) PLANKOETTER WOODWORKING, INC., IN$28M271
FIRST HARRISON BANK 401K AND PROFIT SHARING PLANFIRST HARRISON BANK, IN$27M191
WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLANWILSON & MUIR BANCORP, INC., KY$23M144
PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUSTPARK FEDERAL CREDIT UNION, KY$22M267
KIZAN TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLANKIZAN TECHNOLOGIES, LLC, KY$12M113
JOHN JONES AUTO GROUP 401(K) PLANJOHN JONES CHEVROLET BUICK CADILLAC OF SALEM, IN, IN$9M179
LLOYD & MCDANIEL 401(K) PROFIT SHARING PLANLLOYD & MCDANIEL PLLC, KY$9M220
GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLANGLOBAL INFORMATION SYSTEMS, LLC, KY$8M109
SECURITY FEDERAL SAVINGS BANK EMPLOYEES' RETIREMENT READINESS PLANSECURITY FEDERAL SAVINGS BANK, IN$7M100
REPUBLIC DIESEL, INC. 401(K) PLANREPUBLIC DIESEL INC., KY$7M108
HTTP HOLDINGS, LLC 401(K) SAFE HARBOR PLANHTTP HOLDINGS, LLC, KY$6M143
STEPWORKS 401(K) PLANSTEPWORKS RECOVERY CENTERS, LLC, KY$5M122
STACK CONSTRUCTION TECHNOLOGIES 401(K) PLANSTACK CONSTRUCTION TECHNOLOGIES INC, OH$5M95

Showing top 20 of 27 plans serviced in 2025.

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