Employee Benefit Plans – Idaho

Idaho ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Idaho companies. To attract new talent and retain existing employees, it’s important to offer these plans as part of a comprehensive benefits package. Many face a challenge when the plan grows and meets the minimum requirement under a Department of Labor (DOL) ERISA Audit. Others who have been through a plan audit may have issues with their provider meeting deadlines, poor communication, or staff issues. To avoid these challenges, it’s important to work with a provider that has experience auditing 401(k) and other plans. This allows them to deliver value beyond the traditional audit through insights and best practices.

ERISA Audit Experience – Idaho

JLK Rosenberger provides employee benefit plan audits to over 50 plans, including ERISA section 103(a)(3)(c) and full scope 401(k) plans, defined benefit plans, and Employee Stock Option Plan (ESOP) audits. Our expertise includes serving both single or multiple employer plans. We audit employee benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2,000. This diverse level of experience allows our team to deliver an audit that extends beyond the basic audit checklist.

Idaho ERISA Audit Services

Our 401(k) plan audit services include;

  • Comprehensive audit services, including testing participant account balances to verify
    their accuracy and completeness.
  • Form 5500 preparation and review.
  • ERISA and DOL reporting requirements.
  • Plan design options information and recommendations.
Map of Idaho (ID)

Contact Our Idaho 401k Audit Team

JLK Rosenberger provides 401(k) plans and other benefit plan audits in Idaho from our Dallas and Los Angeles offices.   If you are interested in learning how we can assist you, complete the form below and a team member will follow up with you promptly.

About the Idaho Business Community

The Idaho business community thrives in the picturesque landscapes of the Gem State, characterized by its spirit of innovation, diverse industries, and quality of life. Nestled in the Rocky Mountains, Idaho has emerged as an attractive destination for businesses and entrepreneurs. The state’s strategic location in the Pacific Northwest, combined with its affordable cost of living and business-friendly environment, has drawn technology startups, manufacturing companies, and professionals seeking a balanced lifestyle.

Idaho’s technology sector is on the rise, with a burgeoning ecosystem of startups and established tech firms. The state’s supportive infrastructure, including co-working spaces and incubators, fosters innovation and entrepreneurship, while local universities contribute to a growing pool of talent.

The manufacturing industry, particularly in semiconductor production and electronics, plays a significant role in Idaho’s economy, adding to its stability and diversity. The commitment to sustainability and responsible environmental practices is evident in efforts to reduce carbon emissions and adopt clean energy solutions.

National Reach

JLK Rosenberger provides 401(k) and ERISA audit services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charlotte (NC), Chicago (IL), Denver (CO), Des Moines (IA), Houston (TX), Indianapolis (IN), Little Rock (AR), Los Angeles (CA), Orlando (FL), Milwaukee (WI), Minneapolis (MN), Nashville (TN), New York City (NY), Omaha (NE), Providence (RI), Richmond (VA), Santa Fe (NM), Tampa (FL), and Washington (DC).