LR CPA, PSC

Employee Benefit Plan Auditor

Guaynabo, PR

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 &amp; 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 &amp; 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).

PlanSponsorAssetsParticipants
TELEMEDIK RETIREMENT PLAN RETIREMENT PLANJAYE INC DBA TELEMEDIK, PR$2M203

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