About Ross Lane & Company, LLC
<p>Founded in 1986, Ross Lane & Company, LLC works with businesses and individuals from Atlanta in the broader Atlanta metro area.</p> <p>Led by auditor Kimberly Booth, the firm provides audit services along with day-to-day accounting support. Its work includes tax planning, bookkeeping, and business consulting for clients who want help keeping records in order and making decisions based on current financials.</p> <p>Ross Lane & Company also supports employer retirement plans through its audit practice, making it a fit for plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> as part of their broader group of <a href="/retirement-plans">retirement plan providers</a>. A practical differentiator is the combination of audit work and ongoing accounting services under one roof, which can simplify coordination during busy reporting periods.</p> <p>To reach the Atlanta office, call 770-673-8375 or visit the firm’s website.</p> <ul> <li>Auditing services, including retirement plan audit support</li> <li>Tax planning</li> <li>Bookkeeping</li> <li>Business consulting</li> </ul>
Website: https://www.ross-lane.com/
Founded: 1986
Office Locations
- Atlanta, GA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 12
- Total AUM Audited: $390.6M
- 401(k): 12 plans, $390.6M 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 |
|---|---|---|---|
| PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | PATTERSON & DEWAR ENGINEERS, INC., GA | $95M | 281 |
| ONETRUST 401(K) PLAN | OT TECHNOLOGY, INC., GA | $69M | 989 |
| MOBILE COMMUNICATIONS AMERICA, INC. 401(K) PLAN | MOBILE COMMUNICATIONS AMERICA, INC., SC | $68M | 1,390 |
| JIM ELLIS ATLANTA, INC. 401(K) PLAN | JIM ELLIS ATLANTA, INC., GA | $62M | 1,353 |
| GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | GF HEALTH PRODUCTS, INC., GA | $24M | 292 |
| 401(k) Retirement Plan | Healthcare Sponsor, GA | $18M | 127 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $14M | 208 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $10M | 178 |
| 401(k) Retirement Plan | Technology Sponsor, GA | $9M | 113 |
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