top of page
Courthouse_edited.jpg

EMPLOYEE BENEFIT
PLAN AUDITS

Our team understands this, which is why we've created a highly efficient process to minimize your time and money spent dealing with the audit. Our goal is to have the financial statement to you and the audit completed within a week of starting fieldwork. 

 

With a small team, you know exactly who you are working with and you won't have to deal with a team of 4 + people. We specialize in employee benefit plans, resulting in expert guidance and a seamless audit. 

​

Located in Evansville, Indiana, serving clients nationwide.

REQUIRED AUDITS ARE NOT FUN...

ESOP Plan Audits

ESOP Plan audits are considered a “high-risk” audit by the Department of Labor and require specialized knowledge of ESOP’s and ERISA.  Our team of experts have significant experience auditing ESOP plans of all sizes and complexities. 

401k Plan Audits

ERISA requires audits of 401(k) Plans with 100+ participants.  Our team of specialists have a high quality streamlined process to ensure your audit is completed timely, efficiently, and with minimal disruption to your staff. 

Please contact us for a free consultation to discuss how we can partner with you. 

bottom of page