About Monroe, Sweeris & Tromp, PLC
<p>Founded in 2012, Monroe, Sweeris & Tromp, PLC (MS&T) is a CPA firm in Grand Rapids in West Michigan’s Grand Rapids metro area.</p> <p>The firm handles accounting and assurance work, including audit, review, and compilation engagements. For retirement plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, MS&T also provides audit support as part of its broader attest services.</p> <p>MS&T also offers tax services with an emphasis on tax strategy and compliance with complex regulations, along with consulting tied to day-to-day business needs. Other services include financial planning, succession planning, and sales and acquisition support.</p> <p>Eric G. Oman is a contact at the firm. One differentiator is the mix of CPA firm services—assurance, tax, and transaction-related planning—under one roof for West Michigan businesses. Phone: (616) 554-5800.</p> <ul> <li>Accounting and auditing: audit, review, and compilation</li> <li><a href="/auditors/401k">401(k) plan audits</a></li> <li>Tax strategy and tax compliance</li> <li>Business consulting and planning</li> <li>Succession planning and sales/acquisition services</li> </ul>
Website: https://www.mstpc.com/
Founded: 2012
Office Locations
- Grand Rapids, MI (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 25
- Total AUM Audited: $716.7M
- 401(k): 25 plans, $716.7M 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 |
|---|---|---|---|
| VIKING GROUP, INC. SAVINGS AND RETIREMENT PLAN | VIKING GROUP, INC., MI | $132M | 998 |
| DP FOX HOLDINGS 401(K) PLAN | DP FOX HOLDINGS, LLC, MI | $113M | 1,813 |
| HAVILAND ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HAVILAND ENTERPRISES, INC., MI | $108M | 272 |
| K & R, INC 401(K) SAVINGS RETIREMENT PLAN | KAMMINGA & ROODVOETS, INC., MI | $44M | 268 |
| AMERICAN SEATING COMPANY 401K RETIREMENT PLAN | AMERICAN SEATING COMPANY, MI | $41M | 209 |
| 401(k) Retirement Plan | Healthcare Sponsor, MI | $34M | 666 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MI | $31M | 490 |
| 401(k) Retirement Plan | Professional Services Sponsor, MI | $20M | 157 |
| 401(k) Retirement Plan | Technology Sponsor, MI | $18M | 251 |
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