Smith Elliott Kearns & Company LLC

Employee Benefit Plan Auditor

Hagerstown, MD

About Smith Elliott Kearns & Company LLC

<p>Founded in 1963, Smith Elliott Kearns &amp; 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 &amp; advisory, accounting &amp; advisory, and outsourced CFO &amp; accounting services. SEK also handles business valuations and provides mergers &amp; 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 &amp; advisory</li> <li>Outsourced CFO &amp; accounting</li> <li>Business valuations and M&amp;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 (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
EISNER ADVISORY GROUP, LLC RETIREMENT PLANEISNER ADVISORY GROUP, LLC, NY$699M3,807
MERITUS HEALTH 401(K) SAVINGS PLANMERITUS MEDICAL CENTER, INC., MD$397M3,515
MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA 403(B) PLANMASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA, PA$165M2,335
ACENTRA HEALTH RETIREMENT PLANACENTRA HEALTH, LLC, VA$165M2,661
SC&H GROUP, INC. 401(K) PROFIT SHARING PLANSC&H GROUP, INC., MD$74M358
OMITRON INC 401(K) PROFIT SHARING PLANOMITRON INC, MD$67M280
FIRST UNITED CORPORATION PENSION PLANFIRST UNITED CORPORATION, MD$56M99
PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLANPATRIOT FEDERAL CREDIT UNION, PA$51M90
SC&H GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANSC&H GROUP, INC., MD$47M303
GROUP PENSION PLAN FOR EMPLOYEES OF ACNB BANKACNB BANK, PA$46M53
FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLANFIRST UNITED CORPORATION, MD$43M320
WISE FOODS 401(K) PLANWISE FOODS, INC., GA$43M828
KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLANKEYSTONE RURAL HEALTH CENTER, PA$42M603
F & M TRUST 401(K) PLANFARMERS AND MERCHANTS TRUST COMPANY, PA$41M289
ACNB BANK SALARY SAVINGS PLANACNB BANK, PA$38M352
YAMATO TRANSPORT 401(K) PLANYAMATO TRANSPORT U.S.A., INC., CA$37M271
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLANHARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY, PA$36M351
RDA COMPANY, LLC 401(K) PLANRDA COMPANY, LLC, MD$33M71
LEARNING TREE INTERNATIONAL 401(K) PLANLEARNING TREE INTERNATIONAL, INC., VA$29M114
MELLOTT COMPANY 401(K) PLANMELLOTT COMPANY, LLC, PA$29M365

Showing top 20 of 69 plans serviced in 2024.

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