At 401kPlanAuditCPA, we offer specialized 401(k) audit and compliance services for employers across Oklahoma — including Oklahoma City, Tulsa, Norman, Broken Arrow, and Edmond.
Our certified CPAs and ERISA professionals help ensure your plan meets all Department of Labor (DOL) and IRS requirements accurately, efficiently, and affordably.
401(k) Plan Audit Services in Oklahoma
Your Trusted Oklahoma 401(k) Audit and Compliance Partner
If your Oklahoma business has 100 or more eligible participants, you’re required under ERISA to complete an independent 401(k) plan audit annually.
We make this process seamless and stress-free, combining compliance expertise with modern technology to deliver accurate results and timely filings.
Why Oklahoma 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 Oklahoma Employers
Whether you’re in Oklahoma City’s energy sector, Tulsa’s healthcare and tech industry, or Norman’s education and construction fields, we adapt our audit process to your company’s structure and reporting needs.
Regional Responsiveness and Local Insight
Our secure, cloud-based audit system allows us to serve clients across Oklahoma efficiently — minimizing onsite visits while maintaining the highest levels of accuracy and confidentiality.
Our Oklahoma 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
Oklahoma-Focused Expertise
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Understanding of state industries like energy, healthcare, education, manufacturing, and logistics
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Responsive communication and personalized service for Oklahoma employers
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Familiarity with both small businesses and large regional corporations
The Benefits of Working With Us for Oklahoma 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 Oklahoma Plan Sponsors
Are there unique 401(k) audit requirements for Oklahoma companies?
ERISA standards are federal, but Oklahoma employers often have multi-location or energy-sector plans with unique structures — which we handle with tailored audit strategies.
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) audit cost in Oklahoma?
Pricing is based on plan size and complexity. We offer flat-rate pricing with no hourly billing or hidden costs.
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.
