Benefit Plan Audits
Assurance Dimensions
Benefit Plan Audits
We understand that employee benefit plan participants want to know that their retirement benefits are secure.
Plan sponsors face fiduciary risks and responsibilities. They depend on a detailed employee benefit plan audit.
Our goal is to help you successfully manage your employee benefit plan with a well-planned, low-stress and timely audit that meets all regulatory requirements.
We provide convenience to our clients with fast turnaround time and our ability to perform audits remotely through our secure cloud and web-based software and technology.

What Makes Us Different
We know the challenges plan sponsors face, which is why you need a CPA firm you can rely on to manage your employee benefit plan and provide a low-stress, efficient and effective audit.
As a member of the AICPA Employee Benefit Plan Audit Quality Center for CPA firms, we strive for the highest quality standards in employee benefit audits.
We have been subject to multiple random DOL audits and received clean reports.
Unparalleled Service For Companies
- Fixed Fee Pricing – No hidden costs or fees. Be confident in the value of our services. Contact us at any time with confidence.
- Personalized Communication – We aim to deliver audit services that best meet the unique needs of every client with timely services.
- Experienced Professionals – Our team of auditors has the expertise to provide you with efficient, effective accounting services.
We are revolutionizing the profession by utilizing a retirement plan coordinator for all engagements to work directly with you, your service providers and our team to ensure the engagement starts on time with all details needed. All of our team members are trained in benefit plan audits and are dedicated to working with your service providers as much as possible to take any possible leg-work off of your team’s plate.
“Working with Assurance Dimensions to get our 401k auditing completed was a great process! I was contacted well in advance about our audit from our account representative, they provided great instruction on what was needed before the audit began. Our auditors were very responsive when there were questions and made the process as easy as possible! I enjoyed working with our auditors and look forward to working with them again.”
— Arianna Rodriguez, Talent Benefits Specialist, ConnectWise
“We absolutely agree the process was so much easier than all years previously. It was such a breath of fresh air to work with Bennie and team this year and you TRULY made the process more pleasurable for us.”
— Csilla Pecz, Benefits Manager, People & Organization, BluePearl Veterinary Partners
“Assurance Dimensions (AD) has been providing audit services for the Syniverse retirement plan since 2011. The AD team is very knowledgeable, proficient, thorough and, most importantly, professional. Thank you for making our 401(k) audit process painless. We continue to be happy with AD and would recommend their services to others.”
— Warren Bowen, HR Global Benefits Manager, Syniverse Technologies
“Assurance Dimensions has been an outstanding service provider related to our Plan audit. The service is very streamlined which limits our time commitment. We also get sound recommendations on how we can improve the management of our Plan. All of this is done with a very fair and competitive fee. I would highly recommend Assurance Dimensions for your audit needs.”
— Mark Reed, President, Reed TMS Logistics
“It has been a true pleasure working with Assurance Dimensions. Everyone is extremely professional and the audit process is smooth. They provide clear instructions and follow up in a timely manner. They make the audit process quick, seamless and uncomplicated! I would definitely recommend Assurance Dimensions to any organization.”
— Michelle Cruz-Gonzalez, Sr. Human Resources Manager, Total Rewards, Checkers & Rally’s Restaurants
“The 401K audit can be a stressful time for any employer. Each year, Assurance Dimensions comes along side of us to walk through the requirements of the audit and reduces all anxiety. Their best feature is the checklist system, which keeps us on track and the whole audit team aligned and organized. The turnaround time for audit results is excellent and exceeds the expectations of our Leadership team. Overall, Assurance Dimensions provides an exceptional service and we highly recommend them!”
— Alison Vander Zee, Benefits Manager, Human Resources, PODS Enterprises, LLC
Our Experience
It’s important to work with a CPA firm that has extensive industry knowledge and a strong track record performing benefit plan audits.
We work with businesses ranging from 100 to 10,000 employees. You can rely on our experienced team confidently, knowing that we complete hundreds of employee benefit audits annually.
- 401(k) plans
- 403(b) plans
- Defined benefit plan
- Defined contribution plans
- Cash balance plans
- Profit-sharing plans
- Safe Harbor Plans
- Employee Stock Ownership Plans (ESOPS)
- Health and welfare plans
- Multiple employer plans
- Multi-employer plans
- Pension plans
How We Can Help
We ease any concerns you might have by sharing operational insights and offering custom recommendations for your business
Employee benefit plan regulations can be complex, which is why we work closely with your third-party administrator, investment advisor, provider and other ERISA consultants throughout the engagement to provide the highest quality of assurance.
Comprehensive Business Advisory & Audit Services
In addition to employee benefit plan audits and assurance, we offer comprehensive business advisory services for private companies.
- Attestation and Assurance
- Internal Audits
- Benefit Plan Audits
- Reviews
- Compilations
- Agreed Upon Procedures
- Business Consulting
- SOX Compliance
- Management Advisory Services
Get Started Today
Send us a message or request an appointment through the contact form below.
(813) 443-5048
Tampa Bay
4920 W Cypress Street, Suite 102
Tampa, FL 33607
Jacksonville
4720 Salisbury Road, Suite 223
Jacksonville, FL 32256
South Florida
2000 Banks Road, Suite 218
Margate, FL 33063
Orlando
1800 Pembrook Drive, Suite 300
Orlando, FL 32810
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Does Your Employee Benefit Plan Need a Form 5500 Audit?
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An annual Form 5500 Audit, also called a 401(k) audit or benefit audit, is a required obligation for many large and mid-sized businesses. This audit aims to ensure that the retirement plan offered…