Services

We provide a comprehensive suite of Assurance, Finance, Tax, and Advisory services designed around your business needs.
From accurate reporting and proactive tax planning to FP&A, fractional CFO support, and strategic consulting, we bring clarity to complex financial decisions.

EXPLORE SERVICES

Employee Benefit Plan Audits

Employee benefit plans carry significant financial, fiduciary, and reporting responsibilities.

Confidence in Every Detail

Confidence in the Plans That Matter to Your People.

Employee benefit plans carry significant financial, fiduciary, and reporting responsibilities. North Gravitas provides employee benefit plan audit services designed to help plan sponsors and administrators maintain reliable financial reporting, strengthen oversight, and meet applicable reporting requirements.

We take a structured, detail-focused approach to examining plan records, transactions, participant activity, and internal controls. By understanding how your plan operates—not simply reviewing the numbers—we help bring greater clarity to the financial and operational processes behind it.

A Closer Look at What Matters

More Than a Required Audit. A Stronger View of Your Plan.

An employee benefit plan audit can involve complex transactions, detailed participant records, multiple service providers, and important internal controls. A thorough examination helps identify whether the financial information is reliable and whether key processes are operating as intended.

North Gravitas works to make the audit process clear and efficient while giving plan sponsors meaningful insight into areas that may deserve greater attention.

Reliable reporting starts with understanding the details.

How we work

Our Employee Benefit Plan Audit Process

A structured, detail-driven process that brings clarity, accuracy, and confidence to every stage of your employee benefit plan audit.

Step 01 - Understand
Learn How Your Plan Operates
We understand the plan structure, financial activity, service providers, processes, and key areas of responsibility.
Step 02 - Examine
Review the Financial Details
We examine relevant financial records, transactions, participant information, contributions, distributions, investments, and supporting documentation.
Step 03 - Test
Evaluate Controls & Accuracy
We perform appropriate testing to assess financial information and key processes, identifying discrepancies or areas requiring attention.
Step 04 - Report
Bring the Findings Into Focus
We communicate results clearly and provide practical observations to help plan sponsors understand the findings and strengthen their financial processes.

Trusted By Leading Organizations

Our Outcomes

Confidence in Every Number. Clarity in Every Decision.

North Gravitas brings clarity to complex employee benefit plan audits through rigorous review and thoughtful analysis.

100%

Stronger Financial

Reporting

Audit, reviews, compilations, and internal controls.
360°

Greater

Oversight

Provided clearer visibility into plan processes, participant activity, transactions, and internal controls.

We help strengthen financial reporting, improve oversight, and identify areas where processes and controls can be enhanced.

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Articles & Insights.

FAQ

Frequently Asked Questions

What is an employee benefit plan audit?
An employee benefit plan audit is an independent examination of a plan’s financial information, transactions, participant activity, and related controls to support reliable reporting and oversight.

Our services can support applicable 401(k), pension, defined benefit, and health & welfare plans, depending on the plan structure and reporting requirements.

We examine relevant financial records, contributions, distributions, participant data, investments, service-provider activity, and internal controls to assess the reliability of reported information.
We use a structured, detail-focused approach with clear communication throughout the engagement, helping plan sponsors understand requirements, address findings, and gain greater confidence in their financial reporting.