About LR CPA, PSC
<p>From its office in Guaynabo, LR CPA, PSC works with organizations across the San Juan metro area on audit and accounting needs, including employee benefit plan work.</p> <p>The firm is led by CPA Kermit A. Lucena, who previously served as President of the Puerto Rico CPA Society. That leadership background is a key point of differentiation for plan sponsors that want an auditor with deep ties to the local accounting profession.</p> <p>LR CPA, PSC handles Accounting, Audit & Attest Services, Audits of Employee Benefit Plans, and Tax Return Preparation. The team also works with clients in homeowners associations, non-profit organizations, and real estate management.</p> <p>LR CPA, PSC is located at URB. CAPARRA HEIGHTS #1576 CALLE ENCARNACION, Guaynabo, PR. Phone: 787-793-9393.</p> <ul> <li>Employee benefit plan audits (<a href="/auditors/401k">401(k) auditors</a>)</li> <li>Audit & attest services</li> <li>Accounting services</li> <li>Tax return preparation</li> <li>Industry focus: HOAs, non-profits, and real estate management</li> </ul>
Website: http://miperfil.colegiocpa.com/index.php?node=5998&_a=viewMemberRecord&cid=22641
Office Locations
- Guaynabo, PR (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 1
- Total AUM Audited: $1.9M
- 401(k): 1 plans, $1.9M 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 |
|---|---|---|---|
| TELEMEDIK RETIREMENT PLAN RETIREMENT PLAN | JAYE INC DBA TELEMEDIK, PR | $2M | 203 |