About Gerstle, Rosen & Goldenberg, P.A.
<p>Known in Florida for condominium and homeowner association audits, Gerstle, Rosen & Goldenberg, P.A. has worked with local organizations and small businesses since the mid-1980s.</p> <p>Founded in 1985 by Mark Gerstle and Robert Rosen, CPA, the firm is based in Boca Raton in South Florida’s Miami–Fort Lauderdale metro area. Robert N. Rosen and the partners provide accounting and tax services across multiple Florida offices, including Boca Raton, Hollywood, Ft. Myers, Naples, and Orlando.</p> <p>Along with tax work and small business accounting, the team handles litigation support and audit engagements. What sets the firm apart is its concentration on audits for condominium and homeowner associations, backed by decades of practice in Florida’s association-heavy markets.</p> <p>To reach the Boca Raton office, call (561) 447-4000 or visit grgcpa.com.</p> <ul> <li>Condominium and homeowner association audits</li> <li>Tax services for individuals and businesses</li> <li>Small business accounting and financial reporting</li> <li>Litigation support services</li> </ul>
Website: https://www.grgcpa.com/
Founded: 1985
Office Locations
- Boca Raton, FL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 11
- Total AUM Audited: $439.6M
- 401(k): 11 plans, $439.6M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CHEWY 401(K) PLAN | CHEWY, INC., FL | $315M | 17,087 |
| VERTICAL BRIDGE MANAGEMENT LLC 401(K) PLAN | VERTICAL BRIDGE MANAGEMENT LLC, FL | $29M | 331 |
| TURNBERRY ASSOCIATES 401(K) PROFIT SHARING PLAN | TURNBERRY HOSPITALITY MANAGEMENT, FL | $22M | 303 |
| FONTAINEBLEAU DEVELOPMENT HOSPITALITY 401K PLAN | FONTAINEBLEAU DEVELOPMENT HOSPITALITY 401K PLAN, FL | $18M | 1,285 |
| FLIGHTSTAR AIRCRAFT SERVICES, LLC 401(K) | FLIGHTSTAR AIRCRAFT SERVICES, LLC, FL | $17M | 818 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $14M | 174 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $12M | 626 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $10M | 568 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $7M | 211 |
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