Robert Rossi & Co.

Employee Benefit Plan Auditor

Olyphant, PA

About Robert Rossi & Co.

<p>Founded in 1978, Robert Rossi &amp; Co. has operated from Olyphant in northeastern Pennsylvania, serving the Scranton–Wilkes-Barre area and clients beyond the region.</p> <p>The firm is a CPA practice that handles audit and reporting work along with day-to-day accounting support for businesses. It also prepares financial statements and provides tax planning and tax preparation for both individuals and companies.</p> <p>For organizations with more complex needs, Robert Rossi &amp; Co. offers business valuation and business consulting, plus estate and gift tax planning and personal financial planning. The firm also represents clients before the IRS and state tax authorities, which can be useful during audits, notices, or dispute resolution.</p> <p>Robert Rossi &amp; Co. works from its headquarters at 299 Main Street, Olyphant, PA 18447-2326. Phone: (570) 876-2300. Website: <a href="https://rrco.net/">https://rrco.net/</a>. Differentiator: it combines audit services with tax representation and valuation work under one roof.</p> <ul> <li>Auditing and reporting (including work similar to <a href="/auditors/401k">401(k) auditors</a>)</li> <li>Tax planning and preparation for individuals and businesses</li> <li>Accounting and financial statement preparation</li> <li>Business valuation and business consulting</li> <li>Estate and gift tax planning, personal financial planning, and IRS/state representation</li> </ul>

Website: https://rrco.net/

Founded: 1978

Office Locations

  • Olyphant, PA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 9
  • Total AUM Audited: $82.2M
  • 401(k): 9 plans, $82.2M 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
TIMES-SHAMROCK COMMUNICATIONS 401(K) PLAN TIMES SHAMROCK MEDIA LP, PA $26M 60
THE FIRST NORTHERN BANK & TRUST 401(K) PLAN FIRST NORTHERN BANK & TRUST CO., PA $19M 130
FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN FIVE STAR EQUIPMENT, INC., PA $14M 149
AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA 403(B) PLAN AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA, PA $10M 274
BRACEYS SUPERMARKET, INC. CASH OR DEFERRED PROFIT SHARING PLAN BRACEYS SUPERMARKET, INC., PA $8M 395
401(k) Retirement Plan Healthcare Sponsor, PA $7M 574
401(k) Retirement Plan Manufacturing Sponsor, PA $3M 195
403(b) Retirement Plan Professional Services Sponsor, PA $2M 195
401(k) Retirement Plan Technology Sponsor, PA $2M 104

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