Audit Information 2025 filing

Employee benefit plans filing Schedule H (Form 5500) are generally required to have an annual audit of the financial statements by an independent qualified public accountant. If we perform recordkeeping services, we provide an audit package that supports both a limited and a full scope audit.

There may be other situations for which you may need some financial information on your plan's investment options. This information is reflected under the Supplemental Information below.

Supplemental Information

  • Auditor's Information Report (PDF)
  • 5500 Position Papers - The information previously found in the 5500 Position Papers is now incorporated into the Auditor's Information Report.

SOC 1 Reporting for AICPA Requirements

Principal Life