About Toole Katz & Roemersma, LLP
Toole Katz & Roemersma, LLP (now TKR Advisors, LLC) is a highly respected accounting firm based in Arlington, VA. Specializing in audit, tax, and business advisory services, the firm has built a reputation for providing objective and unbiased evaluations of financial statements. While the name has evolved, the commitment to expertise remains, offering tailored solutions for clients, particularly those in the real estate sector. Contact Toole Katz & Roemersma, LLP / TKR Advisors, LLC at their 1110 North Glebe Road, Arlington, VA office for exceptional service and industry-specific guidance from partners like Christopher W. Roemersma.
Website: https://www.tkradvisors.com/
Founded: 1989
Office Locations
- Arlington, VA (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $273.4M
- 401(k): 11 plans, $273.4M 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 |
|---|---|---|---|
| JBG SMITH 401(K) PLAN | JBGS EMPLOYEE COMPANY LLC, MD | $132M | 527 |
| DAMUTH SERVICES, INC. PROFIT SHARING 401(K) PLAN | DAMUTH SERVICES, INC., VA | $65M | 248 |
| PARADIGM MANAGEMENT II LP 401(K) PROFIT SHARING PLAN | PARADIGM MANAGEMENT II LP, VA | $31M | 313 |
| ELME COMMUNITIES 401K PLAN | ELME COMMUNITIES, MD | $28M | 253 |
| PENNSYLVANIA STEEL COMPANY, INC. PROFIT SHARING 401(K) PLAN | PENNSYLVANIA STEEL COMPANY, INC., PA | $28M | 493 |
| 401(k) Retirement Plan | Healthcare Sponsor, MD | $25M | 115 |
| 401(k) Retirement Plan | Manufacturing Sponsor, VA | $16M | 187 |
| 401(k) Retirement Plan | Professional Services Sponsor, VA | $14M | 243 |
| 401(k) Retirement Plan | Technology Sponsor, DC | $10M | 134 |
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