Services

Scoped to bring the right detail into focus.

Each service is scoped to the plan's requirements. From full audit engagements to targeted preparation services.

Employee Benefit Plan Audits

Audits of retirement plans — including 401(k), 403(b), profit-sharing, ESOP, and defined benefit pension plans — and health and welfare plans, performed as ERISA Section 103(a)(3)(C) or Non-Section 103(a)(3)(C) audits as applicable, and coordinated with the plan's Form 5500 filing and, where relevant, its actuary.

Form 5500 Preparation Services

Preparation of Form 5500 and supporting schedules in coordination with the plan's audit and third-party administrator.

Form 990 Preparation Services

Preparation of Form 990 for tax-exempt organizations.

Financial Statement Preparation

Financial statement preparation services for SEC Form 11-K filers.

Scope of Practice

What this practice does not take on.

To keep engagements within an area of deep, current expertise, Aperture Accounting & Assurance does not accept:

  • Governmental employee benefit plans
  • Nonqualified plans
  • Engagements to perform an SEC Form 11-K audit (financial statement preparation for 11-K filers remains available)

Confirm whether a plan fits this scope.

A short conversation is the quickest way to find out.

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