01Get a proposal

What are we auditing?

Pooled Plan (PEP/MEP)

Multiple employers under a single plan with a Pooled Plan Provider

Single-Employer Plan

One company's 401(k), 403(b), or defined benefit plan

02Contact info

First, how do we reach you?

Your name * We need your name to build your proposal Your email * Please enter a valid email so we can send your proposal Phone optional Please enter a 10-digit phone number

256-bit encrypted AICPA member Never shared or sold

03Referral source

How did you hear about us?

04Plan details

A few details about the plan.

Plan

Plan name * We need the plan name to proceed Plan sponsor * We need the plan sponsor name Plan administrator optional State * Please select a state

Adopters

Total adopting employers * How many companies participate in this plan?

Small adopters * <100 participants each How many small adopters? Large adopters * 100+ participants each How many large adopters?

Small + Large adopters don't equal Total

Audit

Years to audit

2024 2025 2026

04Plan lookup

Let's find your plan.

Enter your EIN and we'll pull in your company details automatically.

EIN 9 digits Please enter a valid EIN in XX-XXXXXXX format

Looking up your company...

05Plan details

A few details about the plan.

Company

Company name * We need the company name to build your proposal Plan name * We need the plan name

Address

Address * Please enter the plan address

City * Required State * Required Zip * 5-digit ZIP code

Plan

EIN optional Please enter a valid EIN in XX-XXXXXXX format Plan type *

Total participants * We need a participant count to calculate your price

Years to audit

2024 2025 2026