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 | |
|---|---|---|---|---|---|---|
 | Matrix Trust Company | Custody and Mutual Fund Processing | 10/01/20 | 09/30/21 | ||
 | Matrix Trust Company | Custody and Mutual Fund Processing Services | 10/01/21 | 09/30/22 | ||
 | Matrix Trust Company | Phoenix Trade and Data Processing | 10/01/20 | 09/30/21 | ||
 | Matrix Trust Company | Phoenix Trade and Data Processing | 10/01/21 | 09/30/22 | ||
 | Matrix Trust Company | Trade Processing, Data Processing, Cash Management System | 10/01/20 | 09/30/21 | ||
 | Medical Mutual of Ohio | Claims Processing System | 11/01/20 | 10/31/21 | ||
 | Member Driven Technologies, LLC | Credit Union Servicing Operations | 10/01/21 | 09/30/22 | ||
 | Menke Group, Inc. | Online Administration Software System | 05/01/22 | 07/31/22 | ||
 | Mercer Marsh McLennan | Global Tech Infrastructure Services | 10/01/21 | 09/30/22 | ||
 | Mercer, Inc. Association | Association, Group Retiree and Voluntary Benefit TPA Transaction Processsing | 10/01/21 | 09/30/22 | ||
 | Mercer, Inc. Association | Group Retiree and Voluntary Benefit TPA Transaction Processing | 10/01/20 | 09/30/21 | ||
 | Mercer, Inc. Association | Retirement Administration Integrated Pension | 10/01/21 | 09/30/22 | ||
 | Mercer, Inc. Association | Retirement Pension Valuation | 11/01/21 | 10/31/22 | ||
 | Meritian Health | Claims Administration Processing System | 10/01/20 | 09/30/21 | ||
 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 401(k) Plan Recordkeeping and Trust Services System | 10/01/20 | 09/30/21 | ||
 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brokerage Operations for Business Clients Internal Control System | 10/01/21 | 09/30/22 | ||
 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brokerage Operations for Business Clients Internal Control System | 10/01/20 | 09/30/21 | ||
 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fund Operations System | 10/01/21 | 09/30/22 | ||
 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Recordkeeping & Trust Services | 10/01/21 | 09/30/22 | ||
 | MetLife, Inc. | Global Technology & Operations | 10/01/21 | 09/30/22 | ||
 | MetLife, Inc. | Retirement & Investment Operations | 10/01/21 | 09/30/22 | ||
 | MG Stover & Co. | Fund Portfolio Management Accounting and Administration System | 10/01/20 | 09/30/21 | ||
 | Mid Atlantic Trust Company | Trust & Custody Services | 01/01/21 | 09/30/22 | ||
 | Mid Atlantic Trust Company | Trust & Custody Services | 10/01/20 | 09/30/21 | ||
 | Millennium Trust Company, LLC (MTC) | Administrative and Custody System | 10/01/21 | 09/30/22 |
