At 401(k) Plan Audit CPA, we specialize exclusively in employee benefit plan audits, Form 5500 preparation, and 401(k) consulting services. With years of experience serving businesses of all sizes, our CPAs provide the expertise, efficiency, and confidence plan sponsors need to stay compliant.
About Us
About 401(k) Plan Audit CPA
Who We Are
We are a dedicated CPA firm focused on 401(k) audits and benefit plan compliance. Unlike general accounting firms, our entire practice is built around understanding DOL, IRS, and ERISA requirements. This specialization allows us to deliver accurate, efficient, and reliable services nationwide.
Our Mission
Our mission is simple: to help businesses meet their retirement plan obligations with confidence and peace of mind.
We achieve this by:
- Delivering high-quality 401(k) audits
- Ensuring accurate and timely Form 5500 filings
- Providing consulting services that reduce fiduciary risk
Ultimately, we help employers protect plan participants while simplifying compliance.
The Benefits of Working With Us
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.
Our Values
Integrity
We uphold the highest professional and ethical standards.
Accuracy
Every detail matters when it comes to compliance.
Efficiency
We minimize disruption for your HR and finance teams.
Clarity
We simplify complex regulations into clear, actionable steps.
Partnership
We treat our clients as long-term partners, not one-time transactions.
Nationwide Expertise in Employee Benefit Plan Audits
From small businesses to large corporations, we support clients across industries such as:
- Healthcare
- Technology
- Manufacturing
- Professional Services
- Nonprofits & Education
Our CPAs provide consistent, high-quality service no matter where your business is located.
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.
