About Sansiveri, Kimball & Co., LLP
<p>Founded in 2012, Sansiveri, Kimball & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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