401(k) Compliance Testing and Form 5500 Services 

Congruent provides 401(k) Compliance Testing and Form 5500 preparation services for recordkeepers and TPAs. With close to two decades of experience, we support ADP/ACP testing, Top Heavy testing, and annual government filings with accuracy, consistency, and speed. Our team prepares Form 5500s, handling all required schedules, validating plan and participant data, and managing filing deadlines, including extensions using Form 5558.

Compliance Testing

Congruent provides 401(k) Compliance Testing and Form 5500 preparation services for recordkeepers and TPAs. With close to two decades of experience, we support ADP/ACP testing, Top Heavy testing, and annual government filings with accuracy, consistency, and speed. Our team prepares Form 5500s, handling all required schedules, validating plan and participant data, and managing filing deadlines, including extensions using Form 5558.

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Form 5500 Preparation

Congruent Solutions helps prepare and file Form 5500 accurately and on time. Our team prepares more than 30,000 Form 5500s annually, handling all required schedules, validating plan and participant data, and managing filing deadlines, including extensions using Form 5558. We have expertise in leading platforms like ASC, Relius, Datair, and FTWilliams.

To further improve accuracy and efficiency, we use proprietary automation tools that run validation checks, flag inconsistencies, and maintain detailed audit trails for every submission.

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Make compliance testing one less thing to worry about with Congruent. Reach out today.