Employee Benefit Plan Audits

McDaniel and Associates’ unique experience in countless niches allows us to be an expert in performing yearly employee benefit plan audits. We have historically performed audits for plans ranging from 100 to 5,000 participants and up to $130 million in plan assets. By analyzing your audit and looking for possible problem areas and opportunities to improve, we go above and beyond state-required minimums. Our employee benefit plan audit services include:

  • Full Scope Audits of 401(k) Plans
  • Limited Scope Audits of 401(k) Plans
  • IRS & Department of Labor Reporting
  • 5500, 5310 & required schedules
  • Audits of Health & Welfare Benefit Plans
  • Pension & Profit Sharing Plans
  • Employee Retirement Income Security Act Disclosures
  • Department of Labor Schedules