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If you have any unanswered questions, please let us know.  Feel free to call or email us at anytime.  If you would like us to call you, please complete the form below. 

Requests for Proposals (RFP's) can be emailed to scott@5500audit.com

We will acknowledge receipt of your information and will usually be able to completely respond to your proposal request within 72 hours.  To expedite this request, please supply:

  • Copy of prior year audit report.
  • Copy of prior year 5500 - DO NOT include the schedule SSA as this has individual participant information including social security numbers.
  • Copy of the most recent Summary Plan Description (SPD) - it is also acceptable to submit the official Plan Document along with all major amendments.

We appreciate your consideration and look forward to working with you in the future! 

Email Scott directly (above) or fill out form below
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