Select Page

San Antonio 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.  San Antonio 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 San Antonio

San Antonio is a vibrant and flourishing city that blends its strength as an urban center with its historical roots. The Alamo, a powerful symbol of the spirit of Texas, is located in downtown San Antonio and serves as a beacon that guides the city’s growth without losing its fundamental principles of courage and resilience.

The city not only takes pride in its evolution as a thriving metropolis, but also in nurturing and celebrating its diverse communities. Cultural celebrations like Fiesta demonstrate the city’s commitment to honoring its cultural roots and contribute to the unique tapestry that defines San Antonio’s identity.

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.