About Benefit Audit Group LLC
<p>Employee benefit plan audits are the firm’s core service, with a focus on ERISA requirements and audit quality for plan sponsors.</p> <p>Benefit Audit Group LLC is a CPA firm and <a href="/auditors/401k">401(k) auditors</a> provider founded in 2008. Based in the greater metro area around its home office, the firm works with retirement plans that need an independent audit as part of their annual filing and compliance process.</p> <p>What sets the firm apart is its technology-based approach, which it uses to support audit planning, document requests, and fieldwork coordination with plan administrators and recordkeepers.</p> <ul> <li>Employee benefit plan audits</li> <li>ERISA compliance-focused audit work</li> <li>Audit support for plan sponsors and plan administrators</li> <li>Coordination with third-party providers during the audit process</li> </ul>
Website: https://benefitauditgroup.com/
Founded: 2008
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 34
- Total AUM Audited: $1.0B
- 401(k): 34 plans, $1.0B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AVISON YOUNG (US) 401(K) PLAN | AVISON YOUNG (USA) INC., IL | $137M | 1,401 |
| SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | SURVICE ENGINEERING COMPANY, MD | $90M | 413 |
| OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | OFFIT KURMAN, P.A., MD | $87M | 524 |
| LUPIN PHARMACEUTICALS, INC. 401(K) PROFIT SHARING PLAN | LUPIN PHARMACEUTICALS, INC., FL | $72M | 461 |
| THE PARK SCHOOL ANNUITY PLAN | THE PARK SCHOOL OF BALTIMORE, INC., MD | $62M | 215 |
| 401(k) Retirement Plan | Healthcare Sponsor, DC | $61M | 181 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $58M | 286 |
| 403(b) Retirement Plan | Professional Services Sponsor, MD | $57M | 215 |
| 403(b) Retirement Plan | Technology Sponsor, MD | $51M | 246 |
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