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Summit CPA joined Anders


401K Audits Performed Virtually




We Specialize in 401(k) Plan Audits


401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration. These audits are complex, but we're here for you! Our 401(k) auditors perform nearly 200 audits annually. We have years of experience, and we will guide you through the audit process so you don't have to stumble through it on your own.


Learn More

We offer the following:

  • Help determining if you are required to have a 401k plan audit.
  • Help determining the 401k audit requirements per the rules and regulations of the 401k Plan.
  • Experience in working with your third-party administrator.
  • The same audit team from year to year.
  • Quick turnaround to enable you to timely file form 5500.

We learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees

Note: We also offer 403(b) audit services for nonprofits.



401(k) Audit Resources:


Download VCFO Guide

Download our 401(k) Audit Guide

Asset 11

Get a free 401(k) Audit Quote

Free Virtual CFO Consultation

Schedule a 401(k) Audit Consultation



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Inc 5000Inc. 5000 Honoree
of 2021

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Innovative Practitioner of the YearInnovative Practitioner
of the Year

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"The 401(k) Audit process was super convenient. Auditors were very knowledgeable answering all our questions, pricing was prudent, and we learned so much about internal controls and some of the 401(k) best practices. Audit was delivered timely!"
- Rahul Upasani of Branch Metrics Inc.