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Employee Benefit Plan Audits
an easy, painless process
with Yulishana

outstanding service and trusted support
Get in touch today!

Whether you are a small or large company, or a non-profit organization, Yulishana can perform an audit of your 401(k), or 403(b) plan using a proprietary, streamlined approach.

Our specialization in defined contribution plans allows us to assist you with a Section 103(a)(3)(C) audit and Non-Section 103(a)(3)(C) audit. Let us know if you have questions about which type of audit you need!

At Yulishana, we provide personalized service and first-rate quality through the entire audit process, so you feel confident and cared for. Benefit plan audits are complex and highly regulated by the IRS and DOL. We ensure your plan financial statements are consistent with industry standards so you can focus on growing your business.

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Yulishana is a member of the AICPA Employee Benefit Plan Audit Quality Center; a firm-based membership for firms that audit employee benefit plans. Our team is dedicated to meeting the challenges of performing quality audits in this unique and complex area of accounting

Why Yulishana

Deep Expertise

Our founder has devoted the past 15 years to focusing on employee benefit plan audits so you have access to expert knowledge and specialized attention.

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If you’re a plan sponsor, and it’s therefore your fiduciary responsibility to select a qualified auditor to perform your audit, your search ends here in the trusted hands of Yulishana.

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Experience with Service Providers

We have experience with a broad range of service providers (recordkeepers, custodians, third party administrators, attorneys and investment advisors).

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Our familiarity with their reporting, audit packages, and systems ensures that your audit will run smoothly.

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Relationship

Rather than working with clients exclusively during the audit, we work proactively with clients throughout the year and can give every plan attention and care.

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Because of our vast expertise and devotion, we give plan sponsors the ultimate experience that fulfills fiduciary responsibilities and feels painless. We develop a lasting partnership with you in order to support your company’s development and growing needs.

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Value Pricing

Yulishana offers a competitive pricing structure so you get maximized value and experience for a minimized cost compared to national and large regional firms.

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There are no hidden charges due to well managed overhead costs and a commitment to efficiency.

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Our founder

Yuli Mihaylov has devoted her career to specializing in employee benefit plan audits, and can ease you through the process.

Yuli is a Certified Public Accountant in the state of California and a member of the California Society of CPAs and the American Institute of Certified Public Accountants. She is also a member of the AICPA Employee Benefit Plan Quality Audit Center. She has her MBA with concentration in Accounting from Keller Graduate School of Business. Yuli has worked for small and large public accounting firms for 15 years, specializing exclusively on employee benefit plan audits, and has worked in collaboration with hundreds of service providers nationwide. Her invaluable experience is what makes the audit process painless for her clients.

A retirement plan with over 100 eligible participants at the beginning of the plan year
is considered a “large” plan and requires a set of audited financial statements to be attached to the form 5500 filing. Eligible participants include actively participating employees, eligible but non-participating employees, and terminated employees that have account balances in the plan.

We guide you through the audit process so any issues that surface are resolved
promptly and effectively so there are no last minute surprises.

A few ways Yulishana can assist you:

  • Audits of 401(k) and 403(b) plans – Section 103(a)(3)(C) audit and Non-Section 103(a)(3)(C) audit
  • Assistance with Form 5500 filings and attachments completed and assembled
  • Guidance in working with service providers
  • Support with prohibited transaction issues and best practices for avoiding them in the future
  • Help and support with IRS and DOL inquiries and audits
  • Assistance with any compliance issues found during the audits

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