SOC Toolkit Store

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.

Showing 76 – 100 of 745 results Showing all 745 results Showing the single result No results found
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$300 Each
Ascensus Trust Company
Transaction Processing System
01/01/21
12/31/21
Ascensus Trust Company
Transaction Processing System
01/01/22
12/31/22
Ascensus, LLC
College Savings Recordkeeping Services, Broker Dealer Services - SOC 2
01/01/21
12/31/21
Ascensus, LLC
College Savings Recordkeeping Services, Broker Dealer Services - SOC 2
01/01/22
12/31/22
Ascensus, LLC
Defined Contribution Recordkeeping Services
01/01/22
12/31/22
Ascensus, LLC
System for Providing Defined Contribution Recordkeeping Services
01/01/21
12/31/21
Ascentis Corporation
Human Capital Management Product Suite
10/01/20
09/30/21
Ascentis Corporation
Workforce Management Product, Human Resources, Talent Management and Payroll Processing
10/01/21
09/30/22
Aspire Financial Services LLC
Recordkeeping Services System
01/01/21
12/31/21
Associated Trust Company
Institutional Trust and Custody System
01/01/21
12/31/21
Associated Trust Company
Institutional Trust and Custody System
01/01/22
12/31/22
Asure Software, Inc.
Asure HCM (Mangrove), Evolution, Asure Force, and Payroll & Tax Management (PTM) Applications - SOC 2
11/01/21
10/31/22
Asure Software, Inc.
Payroll & Tax Small Business (SMB) and Payroll & Tax Mid-Market (MM) Payroll Processing
11/01/20
10/31/21
Asure Software, Inc.
Payroll & Tax Small Business (SMB) and Payroll & Tax Mid-Market (MM) Payroll Processing
11/01/21
10/31/22
AT Retirement Services, LLC
Recordkeeping System for Qualified Benefit Plans
10/01/21
09/30/22
AUL
Retirement Plan Processing System
10/01/21
09/30/22
Automatic Payroll Systems, Inc.
Payroll Processing Services System
01/01/22
12/31/22
Avantax Planning Partners
Retirement Plan Services
07/01/21
06/30/22
Avantax Planning Partners
Retirement Plan Services System
07/01/20
06/30/21
Bamboo HR LLC and BambooHR Payroll LLC
Information and Payroll Admin System
03/21/22
07/21/22
Banco Popular de Puerto Rico
Fiduciary Services Recordkeeping System for Admin of EBP
10/01/21
09/30/22
Banco Popular de Puerto Rico
Trustee & Paying Agent
10/01/20
09/30/21
Banco Popular de Puerto Rico
Trustee & Paying Agent
10/01/21
09/30/22
Bank of America Private Bank
Institutional Trust & Custody Services
10/01/21
09/30/22
Bank of America, N.A.
Health Benefit Solutions Transaction Processing
10/01/21
09/30/22
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