Sansiveri, Kimball & Co., LLP

Employee Benefit Plan Auditor

Providence, RI

About Sansiveri, Kimball & Co., LLP

<p>Founded in 2012, Sansiveri, Kimball &amp; Co., LLP is an accounting firm headquartered in Providence in the Providence metro area, serving organizations across Rhode Island.</p> <p>The firm has 61 employees and offices in Providence and East Greenwich. Its work includes accounting, tax, and advisory services for businesses and professionals, with a strong focus on the construction and real estate sectors.</p> <p>Clients include developers, contractors, and property managers who need help with day-to-day accounting, tax planning and compliance, and project- and property-driven financial reporting. For sponsors that require an independent plan audit, the firm also fits within the broader group of <a href="/retirement-plans">retirement plan providers</a>, including <a href="/auditors/401k">401(k) auditors</a>.</p> <p>What sets the firm apart is its industry focus on construction and real estate, where job costing, project timelines, and property operations shape the numbers.</p> <ul> <li>Accounting and financial statement work</li> <li>Tax preparation and tax planning</li> <li>Advisory support for business owners and professionals</li> <li>Industry specialization in construction and real estate</li> <li>Rhode Island presence with offices in Providence and East Greenwich</li> </ul>

Website: https://www.sansiveri.com/

Founded: 2012

Employees: 61

Office Locations

  • Providence, RI (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 13
  • Total AUM Audited: $350.6M
  • 401(k): 13 plans, $350.6M 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).

PlanSponsorAssetsParticipants
UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN UNIVERSITY ORTHOPEDICS, INC., RI $138M 625
WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN WOLF & COMPANY, P.C., MA $63M 178
WOLF & COMPANY, P.C. 401(K) PLAN WOLF & COMPANY, P.C., MA $60M 390
ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN ORTHOPEDICS RHODE ISLAND, INC., RI $38M 462
CRANSTON PRINT WORKS GENERAL EMPLOYEES' RETIREMENT PLAN AURORIUM DENHAM SPRINGS LLC, IN $23M 10
401(k) Retirement Plan Healthcare Sponsor, CT $22M 268
401(k) Retirement Plan Manufacturing Sponsor, RI $22M 164
401(k) Retirement Plan Professional Services Sponsor, RI $21M 228
401(k) Retirement Plan Technology Sponsor, RI $18M 176

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