PAXEMONT

RETIREMENT PLAN AUDIT INTELLIGENCE

An example brief, in full

Five pages, prepared for one accounting firm in the Dallas–Fort Worth area for plan year 2024. Nothing has been shortened.

The firm name and the partner name have been replaced with placeholders. Every other figure, plan, and quotation is unchanged and comes from public Department of Labor filings.

Download the same brief as a PDF

Pages 1 to 5

Brief page 1: cover, the firm's own numbers, and the market event

Brief page 2: filings naming no accountant, continued

Brief page 3: accountant changes with the sponsor's stated reason

Brief page 4: further stated reasons and state-wide figures

Brief page 5: audit threshold chart, method and scope