Participant Disclosure of Plan Audit

[kocak]

Is the plan audit part of the Form 5500 that must be given to a participant upon request? I'm thinking yes - since it is an attachment to the filing - but haven't been able to confirm.

Also, since Schedule E and SSA are not part of the public record I'm assuming they are not available to participants upon request.

Thanks much.

Michele

[JanetM]

You are correct, the audit report goes with the 5500 and the E and SSA are not given to participants.

This is the same thing available on sites like freeerisa.com - but they don't show the audit report.

[david rigby]

Yes, available to plan participants.

No, not available to participants.

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