Lucida LLC

Employee Benefit Plan Auditor

Brookfield, WI

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).

PlanSponsorAssetsParticipants
SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLANSOFTWARE ONE, INC., WI$51M396
DONOHUE & ASSOCIATES INC. 401K PLANDONOHUE & ASSOCIATES INC, WI$39M138
WISCONSIN VISION, INC. 401(K) PROFIT SHARING PLANWISCONSIN VISION, INC., WI$19M235
NATURESCAPE 401(K) RETIREMENT PLANNATURESCAPE, WI$15M289
ABS GRAPHICS, INC. 401(K) PLANABS GRAPHICS, INC., IL$12M109
THE KAISER GROUP (DE), LLC 401(K) SAVINGS PLANTHE KAISER GROUP (DE), LLC, WI$8M351
BEAR REAL ESTATE GROUP 401(K) PLANBEAR PROPERTY MANAGEMENT, INC., WI$8M159
CHRISTOPHER MORGAN, LLC 401(K) SAVINGS PLANCHRISTOPHER MORGAN, LLC, WI$7M73
HARTER'S 401(K) PLANHARTER'S QUICK CLEAN-UP, WI$7M223
403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC.VIP SERVICES, INC., WI$3M108
GRABER MANUFACTURING, INC. 401(K) PLANGRABER MANUFACTURING, INC., WI$2M94
STAFFING ALTERNATIVES INC 401(K) PROFIT SHARING PLAN & TRUSTSTAFFING ALTERNATIVES INC, WI$2M99

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