Lee CPA Audit Group

Maximum Assurance. Minimum Annoyance.

Certified public accountant in Columbus, OH (show on map)

Specialized CPA firm focusing solely on audits of 401(k) plans with flat fees and minimal client interruption.

About

Lee CPA Audit Group is a specialty CPA firm dedicated exclusively to auditing 401(k) plans. They provide flat fee structures, minimal client disruption through off-site processing, and year-round availability.

Utilizing audit analytics software and a secure document platform, they ensure efficient and effective audit results, backed by extensive experience and industry-leading expertise.

Specialization in 401(k) plan audits

Flat fee pricing

Off-site processing

Year-round availability

Audit analytics software

Secure document platform

Services

401(k) Plan Audit

Comprehensive audit of 401(k) plans including eligibility, deferrals, distributions, loans, fees, contributions, and discrimination testing.

Flat fee pricing Off-site processing Year-round availability Audit analytics software Secure document platform

Credentials & Certifications

AICPA Employee Benefit Plan Audit Quality Center Membership

Advanced Defined Contribution Plans Audit Certificate

ISO 27001 Certification

Great Place To Work® Certification

Frequently Asked Questions

Do I need a 401(k) audit? +

An annual audit is required by a qualified third-party CPA firm when the plan has over 100 eligible participants (a “large” plan) or meets specific conditions like a short plan year or the 80 to 120 participant rule.

What defines a participant? +

Participants include active employees currently covered under the plan, retired or separated individuals receiving benefits, and deceased individuals with beneficiaries entitled to benefits.

What is the 80 to 120 Participant Rule? +

If the participant count is between 80 and 120 and a Form 5500 was filed in the prior year, the filer may elect to continue the same category (large or small) and forego the audit requirement for the current year.