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Employee Benefit Plan Audits



One of our specialties is providing audit services to employee benefit plans. Jones and Kolb performs audits of large and small plans under most types of plan structure. 

Our expertise includes:

  • Pension and Profit Sharing Plans (including ERISA Disclosures and DOL Schedules)
  • Health and Welfare Benefit Plans
  • Master Trusts
  • IRS and Department of Labor Reporting (5500, 5310 & required schedules)
  • Employee Stock Ownership Plans
  • Limited Scope Audits of 401(k) Plans