Pricing

A frequent question is "How much does a 401k audit cost?"  

By drawing on our focused expertise, we are able to perform a detailed, efficient audit at a very competitive price in a manner designed to respect your time.  As we are focused on building long standing relationships, we commit to giving you a fixed quote without future "surprise" billings. 

Fees for a limited scope 401(k) audit vary based on the facts specific to your plan, but you should expect pricing to range from $7,000 - $8,500.  Factors that may influence the fee of your 401k audit would include:

• Size of the Plan
• Timing of your engagement
• Location of your office
• Whether there are any hard to value investments held in the trust (i.e, employer stock, derivatives, etc.)
• Current year changes such as mergers with other plans and changes in the plan's custodian / recordkeeper

To provide an accurate quote of your 401(k) audit, we request that you provide us with your Summary Plan Description (SPD).  Using this information, we can search publicly available information such as prior year tax returns and audit reports (when applicable) to determine an actual quote for your audit.

Updated on 1/1/2020 - refresh screen (F5) - to verify you are viewing the most recent information.