DSR CPA and Consultants LLC

Employee Benefit Plan Auditor

Weston, FL

About DSR CPA and Consultants LLC

<p>Big 4 and Fortune 500 experience shapes how DSR CPA and Consultants LLC scopes and runs audit and advisory work for its clients. Founded in 2003, the firm is a licensed CPA practice headquartered in Weston in the Fort Lauderdale–Broward County area of South Florida.</p> <p>DSR works with business owners and executives on accounting, audit, and consulting projects, including engagements tied to retirement plans. The team handles <a href="/auditors/401k">401(k) auditors</a> work along with external and internal audits.</p> <p>Companies also use DSR for accounting and CFO services, such as financial reporting, close support, and day-to-day finance operations. For compliance needs, the firm provides consumer compliance support and BSA/AML consulting.</p> <p>Based in Weston, DSR works with clients across most states. Phone: (954) 315-3631.</p> <ul> <li>401(k) plan audits</li> <li>External and internal audits</li> <li>Accounting and CFO services (reporting, close support, finance operations)</li> <li>Consumer compliance support</li> <li>BSA/AML consulting</li> </ul>

Website: https://www.dsrcpafirm.com/

Founded: 2003

Office Locations

  • Weston, FL (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 42
  • Total AUM Audited: $282.2M
  • 401(k): 42 plans, $282.2M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
CARSON MEDICAL GROUP 401(K) RETIREMENT PLANCARSON MEDICAL GROUP, NV$37M193
BENQ AMERICA CORP 401K PLANBENQ AMERICA CORP, CA$24M151
GEOGRAPHIC SOLUTIONS, INC. 401(K) PLAN AND TRUSTGEOGRAPHIC SOLUTIONS, INC., FL$22M453
AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 401(K) SAVINGS & RETIREMENTAMERICAN ACADEMY OF PHYSICIAN ASSOCIATES, VA$21M112
YASH TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLANYASH TECHNOLOGIES, INC., IL$18M268
ASCELLA TECHNOLOGIES INC. 401K PLANASCELLA TECHNOLOGIES INC., VA$17M91
HUGHES ENTERPRISES, INC. 401(K) RETIREMENT PLANHUGHES ENTERPRISES, INC., IL$13M532
ANESTHESIA & PAIN SPECIALISTS OF BOWLING GREEN PLC 401(K) PROFIT SHARING PLANANESTHESIA & PAIN SPECIALISTS OF BOWLING GREEN, PLC, KY$11M73
ARTSY, INCARTSY, NY$9M106
AW HEALTH CARE 401(K) RETIREMENT SAVINGS PLANAGING WELL HEALTH CARE, LLC, MO$8M238
UJET INC 401K PLANUJET INC, CA$8M156
NORTH ATLANTA DERMATOLOGY, P.C. PROFIT SHARING PLANNORTH ATLANTA DERMATOLOGY, P.C., GA$8M70
QUALITY SEWING & VACUUM 401(K) PLANQUALITY SEWING & VACUUM INC, WA$8M112
DKW COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUSTDKW COMMUNICATIONS, INC., DC$8M144
JEUNESSE, LLC 401(K) PROFIT SHARING PLAN & TRUSTJEUNESSE, LLC, FL$7M10
GOLDSTEIN LAW GROUP 401(K) PLANGOLDSTEIN LAW GROUP, P.A., FL$6M75
EMBROKER 401K PLANEMBROKER INC., CA$5M83
SILOTECH GROUP INC 401K PLANSILOTECH GROUP, INC., TX$5M159
INCEPTRA 401(K) PLANINCEPTRA LLC, FL$5M
WIG PROPERTIES LLC 401(K) PLANWIG PROPERTIES LLC, WA$4M77

Showing top 20 of 42 plans serviced in 2024.

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