At 401k Plan Audit CPA, we deliver professional 401(k) audit and compliance services for businesses across Indiana — including Indianapolis, Fort Wayne, Evansville, South Bend, and Bloomington.
Our experienced CPAs and ERISA professionals ensure your retirement plan meets all Department of Labor (DOL) and IRS requirements efficiently, accurately, and affordably.
401(k) Plan Audit Services in Indiana
Your Trusted Indiana 401(k) Audit and Compliance Partner
If your Indiana business has 100 or more eligible participants, an independent 401(k) audit is required by ERISA.
We simplify the process with expert guidance, responsive communication, and streamlined workflows that minimize administrative burden and ensure full compliance.
Why Alabama Businesses Need Specialized 401(k) Audit Support
ERISA and DOL Compliance Made Simple
Our team ensures your plan meets all federal ERISA and DOL regulations. We perform complete operational reviews, test transactions, and verify that participant data, payroll, and plan documents align with regulatory standards.
Industry Expertise for Indiana's Employers
Whether you operate in Indianapolis, Fort Wayne, or Evansville, we understand Indiana’s mix of industries — from manufacturing and logistics to education and healthcare — and adapt our audit approach to fit your organization’s operations.
Regional Responsiveness and Local Insight
We provide efficient, secure virtual audit services that meet all compliance standards, helping Indiana employers save time and resources while maintaining audit accuracy and integrity.
Our Indiana 401(k) Audit & Compliance Services
Independent 401(k) Plan Audits
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Full-scope and limited-scope ERISA audits
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Review of plan design, eligibility, contributions, loans, and distributions
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Verification of internal controls and fiduciary compliance
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Summary of findings and recommendations to strengthen plan operations
Form 5500 Preparation and Filing
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Accurate and timely preparation of Form 5500
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Compliance with DOL and IRS submission standards
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Guidance through filing extensions and error corrections
Plan Consulting and Compliance Advisory
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Review of plan operations and documentation
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Nondiscrimination testing and compliance corrections
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Fiduciary training and operational guidance
Indiana-Focused Expertise
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Familiar with major Indiana industries: manufacturing, logistics, education, healthcare, and construction
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Responsive support aligned to the Eastern and Central Time Zones
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Flexible communication to fit your team’s schedule
The Benefits of Working With Us for Indiana Businesses
Specialized 401(k) Plan Expertise
Unlike general accounting firms, we focus on benefit plans.
Risk Reduction
We identify compliance gaps before they become costly issues.
Time & Cost Savings
Our streamlined process minimizes disruption for HR and finance teams.
Trusted Advisors
We don’t just audit—we guide and consult for long-term success.
Nationwide Service
Supporting businesses of all sizes and industries across the US.
Common Questions from Indiana Plan Sponsors
Are there special 401(k) audit requirements for Indiana companies?
ERISA and DOL rules apply federally, but Indiana businesses often operate multiple facilities or remote offices that require tailored coordination — which we handle efficiently.
When is the audit and Form 5500 deadline?
The standard filing deadline is seven months after your plan year-end, with a possible 2.5-month extension. We help Alabama employers stay on track with all required documentation.
How much does a 401(k) plan audit cost in Indiana?
Audit fees depend on plan size and complexity. We offer flat-rate pricing to ensure transparency, predictability, and value for Indiana employers.
Industries We Serve
We work with a diverse range of high-net-worth individuals and businesses across multiple industries, including:
Healthcare Organizations
Healthcare providers often face complex payroll structures, multiple benefit plans, and strict compliance requirements.
Technology Companies
Tech firms with fast-growing workforces often struggle with eligibility tracking and timely filings.
Manufacturing & Industrial Firms
Manufacturing companies often manage high employee turnover and complex contribution structures.
Professional Services Firms
Law firms, accounting firms, marketing agencies, and other service providers need reliable compliance support to avoid client-facing disruptions.
Schedule Your 401(k) Audit Consultation Today
Don’t leave compliance to chance. At 401(k) Plan Audit CPA, we specialize in 401(k) audits, Form 5500 preparation, and employee benefit plan consulting. Whether you’re preparing for your first audit or managing a large retirement plan, our CPAs provide the expertise and peace of mind you need.
