Below is a list of current products ready for purchase. We are adding more every week.
Don’t see your service organization? AuditMiner can process SOC Toolkits from any service organization, and even if not related to employee benefit plan audits. Send us an email to soc1@auditminer.com to REQUEST a SOC toolkit not seen below. We will connect with you as soon as possible.
Note: AuditMiner does not provide the SOC PDF; only the Excel® Toolkit.
Provider | Service(s) Covered | Start Date | End Date | View | $300 Each | |
|---|---|---|---|---|---|---|
 | Milliman, Inc. | Employee Benefit Administration Technology OMNI Online Website Application - SOC 2 | 01/01/22 | 12/31/22 | ||
 | Milliman, Inc. | Employee Benefits Administration Defined Contribution Administration System | 01/01/22 | 12/31/22 | ||
 | Milliman, Inc. | Employee Benefits Administration Defined Contribution Adminstration System | 01/01/21 | 12/31/21 | ||
 | Milliman, Inc. | Employee Benefits Administration Technology's OMNI Online Website Application - SOC 2 | 01/01/21 | 12/31/21 | ||
 | Morgan Stanley Smith Barney LLC | Investment Management & Custody Operations | 10/01/20 | 09/30/21 | ||
 | Morgan Stanley Smith Barney LLC | Investment Management & Custody Operations | 10/01/21 | 09/30/22 | ||
 | MPAY , Inc. | Human Capital Management Payentry | 12/01/21 | 06/30/22 | ||
 | MPAY , Inc. | Human Capital Management, Payentry Financial Services and The SafeDeposit Managed Service Application Development and Processing Services System | 07/01/20 | 06/30/21 | ||
 | MTGI | Infrastructure Services System | 10/01/20 | 09/30/21 | ||
 | Mutual Funds Service Company | Transfer Agent Operations | 08/01/20 | 07/31/21 | ||
 | Mutual of America | Recordkeeping Processing System | 01/01/22 | 12/31/22 | ||
 | Mutual of America Life Insurance Company | Retirement Plan Processing System | 10/01/20 | 09/30/21 | ||
 | Mutual of America Life Insurance Company | Retirement Plan Processing System | 10/01/21 | 10/31/22 | ||
 | Mutual of Omaha | Retirement Services Fund Accounting and Trade Operations | 04/01/20 | 03/31/21 | ||
 | Mutual of Omaha | Retirement Services Fund Accounting and Trade Operations | 04/01/21 | 03/31/22 | ||
 | Mutual of Omaha | Retirement Services Fund Accounting and Trade Operations | 04/01/22 | 03/31/23 | ||
 | MVP Plan Administrators, Inc. | Employer Sponsored Retirement Plan Services | 10/01/21 | 09/30/22 | ||
 | Namely, Inc | Payroll Processing Services System | 10/01/20 | 09/30/21 | ||
 | Namely, Inc | Payroll Processing Services System | 10/01/21 | 09/30/22 | ||
 | Namely, Inc. | Human Resources Information and Payroll System - SOC 2 | N/A | 09/30/22 | ||
 | National Account Service Company, LLC (NASCO) | Processing System | 10/01/20 | 09/30/21 | ||
 | National Financial Services LLC | Brokerage, Mutual Fund and Prime Servcies System | 11/01/20 | 10/31/21 | ||
 | National Financial Services LLC | Brokerage, Mutual Fund and Prime Services System | 11/01/21 | 10/31/22 | ||
 | Nationwide Financial Services, Inc. | Life Insurance and Individual Annuities | 01/01/21 | 12/31/21 | ||
 | Nationwide Financial Services, Inc. | Private Sector Retirement Plan Administration System | 01/01/21 | 12/31/21 |
