Employee Benefit Plans

Rest easy. We deliver quality benefit plan audits.

Vasquez makes employee benefit plan services a priority. Our team members include highly experienced accountants and consultants who specialize in audits of employee benefit plans.

Years of building auditing acumen

Our long-time experience ensures your compliance with the DOL and ERISA filing requirements, along with professional assistance with fiduciary responsibilities, plan qualifications and reporting alternatives.

We adapt to your schedule to complete the following services within agreed upon time frames:

401(k)
403(b)
401(a)
Defined Benefit Plan
Employee Stock Option
Frozen Plans
Health & Welfare
Money Purchase
Tax Reporting: Form 5500

For more information:
solutions@vasquezcpa.com

Employee Benefit Plan Questionnaire

* Indicates required field

WHAT IS THE NAME OF THE PLAN? *

WHAT IS THE NAME OF THE PLAN SPONSOR? *

WHAT IS THE NUMBER OF ELIGIBLE PARTICIPANTS? *

WHAT IS THE ASSET SIZE OF THE PLAN? *

WHAT IS THE NAME OF THE THIRD PARTY ADMINISTRATOR? *

WHO IS THE PLAN CUSTODIAN? *

HAS THERE BEEN ANY CHANGE TO THE CUSTODIAN OF RECORD OR THE THIRD PARTY ADMINISTRATOR DURING THE CURRENT PLAN YEAR? *

YES NO

WHAT TYPE OF AUDIT? *

LIMITED SCOPE AUDIT FULL SCOPE AUDIT

WHO PREPARES THE FORM 5500? *

Submit

Benefit Plan Audit Services

Employee Benefit Plan Questionnaire