# Lucida LLC Source: https://planprovider.pro/provider/lucida-llc > Founded in 2014, Lucida LLC is an accounting firm based in Brookfield in the Milwaukee metro area. The firm works with individuals, businesses, and governmen… Employee Benefit Plan Auditor Brookfield, WI ## About Lucida LLC

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.

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.

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.

As part of the broader group of retirement plan providers, the firm’s assurance background may be relevant for organizations that need financial reporting support tied to benefit plans and related obligations.

Website: [https://www.lucida.com/](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| ## Other Employee Benefit Plan Auditors in WI - [Quandt Berndt & Company LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) - Waukesha, WI - [Ritz Holman LLP](https://planprovider.pro/provider/ritz-holman-llp) - Milwaukee, WI - [KerberRose SC](https://planprovider.pro/provider/kerberrose-sc) - Shawano, WI - [Reilly, Penner & Benton LLP](https://planprovider.pro/provider/reilly-penner-and-benton-llp) - Milwaukee, WI - [Wegner CPAs, LLP](https://planprovider.pro/provider/wegner-cpas-llp) - Madison, WI - [Baker Tilly US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) - Madison, WI - [Hawkins Ash CPAs, LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) - La Crosse, WI - [Gordon J. Maier & Company, LLP](https://planprovider.pro/provider/gordon-j-maier-and-company-llp) - Racine, WI - [Vrakas CPAs + Advisors](https://planprovider.pro/provider/vrakas-cpas-advisors) - Brookfield, WI - [Engelson and Associates, Ltd.](https://planprovider.pro/provider/engelson-and-associates-ltd) - La Crosse, WI [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/lucida-llc) © 2026 PlanProvider.Pro