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Dallas Benefit Plan Audits

From time to time businesses review vendor relationships to ensure they are receiving the highest value for the cost. While this may be a routine process for many, others conduct the assessment because there is an issue with quality or delivery. Dallas companies that offer 401k, 403b, Profit Sharing, and Employee Stock Ownership Plans (ESOP) that are dissatisfied with their current CPA firm should not have to go through another year of dealing with the same headaches.

Benefit Plan Experience

The team at Calvetti Ferguson stands ready to assist you. We are an experienced plan auditor that audits over 80 benefit plans including 401(k), defined benefit, and ESOP’s (including limited and full scope audits). We work with both single and multiple employer plans and also have experience serving plans with an 11-K filing requirement. The firm provides services to benefit plans with asset sizes ranging from $1M to $1B and a total participant count between 100 and 30,000. The firm is also a member of the AICPA’s Employee Benefit Plan Audit Quality Control Center, which provides advanced training on plan audit issues.

About Dallas

Dallas’ evolution as a booming city is exemplified by its towering skyscrapers, modern infrastructure, and bustling cultural scene. What once was a small trading post in the 1800s has become a city of unprecedented growth.

The city hosts many museums, theaters, and the iconic State Fair of Texas, making it a cultural epicenter. As the intersection of Southern hospitality and modern innovation, Dallas attracts a diverse population that continuously contributes to the city’s progress.


Get a Quote

Why wait another year? Find out what it will cost to improve your plan audit experience. Simply complete the form below and a team member will follow up with you shortly.