ABBB - Services

Retirement Plan Auditing

Retirement Plan Trustees
We would like the opportunity to provide the auditing services needed for your retirement plan. As qualified professionals we will provide the service for a reasonable fee. Our staff of professionals have worked with CPI Qualified Plan Consultants, Inc. and understand their commitment to quality and their expertise in retirement plans.

We have the qualifications and expertise to provide auditing services for retirement plans.

Our Pricing Structure
Department of Labor (DOL) limited scope opinion audit for defined contribution plans, including 401(k) Plans:

Auditing services are available for these industries and more:

Base Fee	$3,575.00
Active Participant Fee	2.00	each, minimum of 100 participants maximum participant fee $2,000
One-Time First Year Audit Fee	975.00	(may be waived)
Additional Fee for Plans that allow Loans to Participants	500.00
Additional Fee for a Full Scope Audit (if required)	500.00

For additional information or to request an engagement letter, please complete the following information:

Name of Plan:
Plan Year End:
Plan Sponsor:
Contact Person:
Trustee Name:
Address:
City:
State:
Fax:
Telephone:
E-mail:
Does this plan allow for participant loans?:
Is the Plan Form 5500 on Extension?:
Number of Plan Participants at Year End?:

Great Bend Hays McPherson Hutchinson Colby Wichita St. John LaCrosse Lyons Hillsboro Ness City Atwood