About Smith Elliott Kearns & Company LLC
<p>Founded in 1963, Smith Elliott Kearns & Company LLC (SEK) is a CPA firm based in Hagerstown in western Maryland, serving organizations across the surrounding Mid-Atlantic region.</p> <p>SEK provides assurance work that includes audits, reviews, and compilations. For retirement plans, the firm performs employee benefit plan audits, making it a fit for sponsors looking for experienced <a href="/auditors/401k">401(k) auditors</a> and other plan audit support.</p> <p>On the advisory side, the firm offers business tax & advisory, accounting & advisory, and outsourced CFO & accounting services. SEK also handles business valuations and provides mergers & acquisitions support for owners and leadership teams who need financial due diligence and transaction-focused accounting help.</p> <p>What sets SEK apart is the mix of traditional assurance work and hands-on finance support through outsourced CFO and accounting services, which lets clients keep audit and advisory work under one roof.</p> <ul> <li>Employee benefit plan audits</li> <li>Audits, reviews, and compilations</li> <li>Business tax & advisory</li> <li>Outsourced CFO & accounting</li> <li>Business valuations and M&A support</li> </ul>
Website: https://www.sek.com/
Founded: 1963
Office Locations
- Hagerstown, MD (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 51
- Total AUM Audited: $2.3B
- 401(k): 51 plans, $2.3B 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 |
|---|---|---|---|
| EISNER ADVISORY GROUP, LLC RETIREMENT PLAN | EISNER ADVISORY GROUP, LLC, NY | $699M | 3,807 |
| MERITUS HEALTH 401(K) SAVINGS PLAN | MERITUS MEDICAL CENTER, INC., MD | $397M | 3,515 |
| MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLAN | MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA, PA | $165M | 2,335 |
| ACENTRA HEALTH RETIREMENT PLAN | ACENTRA HEALTH, LLC, VA | $165M | 2,661 |
| HOOD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HOOD COLLEGE OF FREDERICK MARYLAND, MD | $93M | 338 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $74M | 358 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $67M | 280 |
| 401(k) Retirement Plan | Professional Services Sponsor, MD | $56M | 99 |
| 401(k) Retirement Plan | Technology Sponsor, PA | $51M | 90 |
🔒 Want to unlock and download Smith Elliott Kearns & Company LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 78 client plans.
Subscribe Today