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The Harbour School

Mission accomplished: this nonprofit's employee benefit plan audit was painless and worry-free.

About The Harbour School

The Situation

The Harbour School hired Gross Mendelsohn in 2010 to conduct the annual audit of its employee benefit plan, a 403(b) retirement plan. Prior to 2010, the school’s 403(b) plan did not require an audit.

In Our Client's Words

Linda Jacobs, the school’s executive director, said that Gross Mendelsohn’s staff has really taken the time to learn about the school. "It has been a wonderful experience working with them," says Linda. "Gross Mendelsohn took something we worried about off of our radar screen. Given what the 403(b) plan is – a compliance audit – they’ve made it painless."

— Linda Jacobs, Executive Director

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