Employee Benefit Plan Services

Hungerford, Aldrin, Nichols & Carter, PC has the experience to provide you with peace of mind. Our professional staff performs benefit plan audits for a variety of clients, including closely-held companies, non-profit organizations and publicly traded companies.

You’ll receive personalized service from our experienced staff, along with greater value for your dollars spent. We’re proud of our track record for performing benefit plan audits on an efficient, cost-effective basis. Our attention to detail and personal touch helps ensure a minimum of disruption to your staff during the auditing process.

We assign well-trained personnel to provide the continuity and quality of service our clients require. The staff at Hungerford, Aldrin, Nichols & Carter includes individuals with extensive knowledge of ERISA and auditing techniques.

Services Provided

Hungerford, Aldrin, Nichols & Carter provides a wide range of services in the employee benefit area, including:

  • Audits of benefit plan financial statements
  • Preparation of required Forms 5500
  • Preparation of Forms 990 for VEBA trusts
  • Benefit plan design consultation services
  • Assistance with annual plan qualification testing


We’ll also provide you with helpful ideas on how to increase your plan efficiency and improve plan administration.

Benefit plan auditing requires experience, accuracy and efficiency. Hungerford, Aldrin, Nichols & Carter provides all of that, and friendly, personal service too. See why we say, “Our people make the difference.”

For more information on Employee Benefit Plan Services contact Carla Grant, CPA at (616) 949-3200.