Lutz & Company, PC - Omaha, Nebraska: Certified Public Accountants & Consultants

Employee Benefit Plan Audit Fee Quote Request

Generally, you will receive a quote within three business days. We take the privacy of your information very seriously. By submitting this form you will receive no sales calls and be under no obligation. All fee quotes are subject to change if the following information is inaccurate. Fee quotes are vaild for 30 days.

Enter the following information to obtain a quote: (Required *)

Company Name		*
Your Name:		*
Position:
Address:
City:
State:
Zip:
Phone Number:		*
Fax Number:
E-Mail Address		*
Plan Year End To Be Audited:
Record Keeper:
Assets Held By:
Is this a first year audit?
Is automatic enrollment offered?
Do you have a Roth contribution option?
Do you have participant loans?
Did you change record keeper or custodian/trustee during the years?
Did you have any plans merged in?
Plan Name:
# Of Participants:
Total Plan Assets:
Type Of Plan:
Employer Match:
Participant Directed Investing?:
Is your plan eligible for the Limited Scope exception?
Has there been any issues with the DOL or IRS?
Who is your current payroll provider?
Comments/Questions:

For further information contact Tom Helligso at 402.496.8800.

13616 California Street · Suite 300 · Omaha, NE 68154-5336 · 402.496.8800
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