About Williams-Keepers LLC
<p>Founded in 1986, Williams-Keepers LLC is a CPA firm that handles audit and tax work for organizations across central Missouri.</p> <p>Headquartered in Columbia in the mid-Missouri region, the firm serves clients throughout the Columbia–Jefferson City corridor. Williams-Keepers has over 55 CPAs and more than 100 associates.</p> <p>For retirement plan sponsors, the firm works as an auditor on plan financial statements and related reporting, with support from its broader accounting and tax teams. Its size and local focus give plans access to a deep bench of professionals while staying rooted in the central Missouri market.</p> <ul> <li>Retirement plan audit services</li> <li>Audit and assurance</li> <li>Accounting services</li> <li>Tax services</li> <li>Business consulting</li> </ul>
Website: https://williamskeepers.com/
Founded: 1986
Office Locations
- Columbia, MO (Headquarters)
- Columbia, MO
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 33
- Total AUM Audited: $1.1B
- 401(k): 33 plans, $1.1B 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 |
|---|---|---|---|
| SCHELL & KAMPETER, INC. PROFIT SHARING PLAN | SCHELL & KAMPETER, INC., MO | $117M | 1,132 |
| CAPITAL REGION MEDICAL CENTER | CAPITAL REGION MEDICAL CENTER, MO | $114M | 21 |
| JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN | JEFFERSON CITY MEDICAL GROUP, P.C., MO | $113M | 531 |
| MISSOURI AGGREGATES 401(K) PLAN | FARMER HOLDING COMPANY, INC., MO | $83M | 2,356 |
| MISSOURI FARM BUREAU RETIREMENT PLAN TRUST | MISSOURI FARM BUREAU FEDERATION, MO | $82M | 366 |
| 401(k) Retirement Plan | Healthcare Sponsor, MO | $80M | 5,272 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MO | $66M | 532 |
| 401(k) Retirement Plan | Professional Services Sponsor, MO | $65M | 1,156 |
| 401(k) Retirement Plan | Technology Sponsor, MO | $49M | 104 |
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