Your Audit Proposal

What are we auditing?

Multiple employers under a single plan with a Pooled Plan Provider

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

Let's Get Started

First, how do we reach you?

Your Name * We need your name to build your proposal

Your Email * We'll send your proposal summary here Please enter a valid email so we can send your proposal

Phone (optional) For quick questions only — we won't cold call Please enter a 10-digit phone number

256-bit encrypted AICPA member Never shared or sold

Plan Details

Plan Name * We need the plan name to proceed

Plan Sponsor Name * We need the plan sponsor name

Plan Administrator

State * Please select a state

Total Adopting Employers * Total number of companies participating in the PEP How many companies participate in this plan?

Small Adopters (<100 participants each) * Employers with fewer than 100 participants How many small adopters?

Large Adopters (100+ participants each) * Employers with 100 or more participants How many large adopters?

Small + Large adopters don't equal Total

Year(s) to Audit

2024 2025 2026

Your information is secure and confidential

Company Lookup

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

EIN (Employer Identification Number) Format: XX-XXXXXXX (9 digits) Please enter a valid EIN in XX-XXXXXXX format

Looking up your company...

I'll enter details myself

Plan Information

Company Name * We need the company name to build your proposal

Plan Name

Address

City

State

Zip Please enter a valid 5-digit ZIP code

EIN

Plan Type

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

Year(s) to Audit

2024 2025 2026

Your information is secure and confidential