About Lucida LLC
<p>Founded in 2014, Lucida LLC is an accounting firm based in Brookfield in the Milwaukee metro area. The firm works with individuals, businesses, and government entities on day-to-day accounting and compliance needs.</p> <p>Senior Manager Scott Albrecht, CPA, leads client relationships and is a main point of contact for planning and ongoing support. Lucida handles bookkeeping, tax preparation, payroll, assurance, and advisory work, with an emphasis on clear communication and steady follow-through.</p> <p>While many firms focus on a narrow set of services, Lucida combines accounting operations (bookkeeping and payroll) with assurance and tax work under one roof, which can simplify coordination for clients who want fewer handoffs.</p> <p>As part of the broader group of <a href="/retirement-plans">retirement plan providers</a>, the firm’s assurance background may be relevant for organizations that need financial reporting support tied to benefit plans and related obligations.</p> <ul> <li>Accounting and bookkeeping for ongoing recordkeeping</li> <li>Tax planning and tax return preparation</li> <li>Payroll processing support</li> <li>Assurance services</li> <li>Advisory services for individuals, businesses, and government entities</li> </ul>
Website: https://www.lucida.com/
Founded: 2014
Office Locations
- Brookfield, WI
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $163.0M
- 401(k): 10 plans, $163.0M 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 |
|---|---|---|---|
| SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | SOFTWARE ONE, INC., WI | $51M | 396 |
| DONOHUE & ASSOCIATES INC. 401K PLAN | DONOHUE & ASSOCIATES INC, WI | $39M | 138 |
| WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLAN | WISCONSIN VISION, INC., WI | $19M | 235 |
| NATURESCAPE 401(K) RETIREMENT PLAN | NATURESCAPE, WI | $15M | 289 |
| ABS GRAPHICS, INC. 401(K) PLAN | ABS GRAPHICS, INC., IL | $12M | 109 |
| THE KAISER GROUP (DE), LLC 401(K) SAVINGS PLAN | THE KAISER GROUP (DE), LLC, WI | $8M | 351 |
| BEAR REAL ESTATE GROUP 401(K) PLAN | BEAR PROPERTY MANAGEMENT, INC., WI | $8M | 159 |
| CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLAN | CHRISTOPHER MORGAN, LLC, WI | $7M | 73 |
| HARTER'S 401(K) PLAN | HARTER'S QUICK CLEAN-UP, WI | $7M | 223 |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. | VIP SERVICES, INC., WI | $3M | 108 |
| GRABER MANUFACTURING, INC. 401(K) PLAN | GRABER MANUFACTURING, INC., WI | $2M | 94 |
| STAFFING ALTERNATIVES INC 401(K) PROFIT SHARING PLAN & TRUST | STAFFING ALTERNATIVES INC, WI | $2M | 99 |