Ludwig Klewer & Rudner PLLC

Employee Benefit Plan Auditor

Tucson, AZ

About Ludwig Klewer & Rudner PLLC

<p>In Tucson, Ludwig Klewer &amp; Rudner PLLC works with individuals and businesses across Southern Arizona on tax and accounting needs.</p> <p>The firm provides tax preparation and related accounting support for a mix of industries, with a practical, problem-solving approach. Clients typically come to the team for ongoing guidance during the year, not just at filing time.</p> <p>While it is not positioned as a retirement plan audit specialist, many employers looking for <a href="/retirement-plans">retirement plan providers</a> also need a CPA firm for business accounting and tax work. Ludwig Klewer &amp; Rudner PLLC’s differentiator is its focus on personalized service and creative thinking on client-specific situations.</p> <p>Phone: (520) 545-0500. Website: <a href="https://www.lkrcpas.com/">https://www.lkrcpas.com/</a>.</p> <ul> <li>Tax planning and tax preparation</li> <li>Business accounting support</li> <li>Financial guidance for individuals and business owners</li> <li>Works with clients across multiple industries</li> </ul>

Website: https://www.lkrcpas.com/

Office Locations

  • Tucson, AZ (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 20
  • Total AUM Audited: $721.6M
  • 401(k): 20 plans, $721.6M 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
TMC HEALTHCARE 401(K) PLANTMC HEALTHCARE, AZ$379M5,659
PIONEER TITLE AGENCY, INC. 401(K) PLANPIONEER TITLE AGENCY, INC., AZ$65M826
ATRIA WEALTH SOLUTIONS 401(K) PLANATRIA WEALTH SOLUTIONS, INC., NY$57M599
WATERMARK RETIREMENT COMMUNITIES, LLC 401(K) PLANWATERMARK RETIREMENT COMMUNITIES, LLC, AZ$54M2,946
LEONARDO ELECTRONICS US INC. 401(K) PLANLEONARDO ELECTRONICS US INC., AZ$50M244
CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLANCENTER FOR BIOLOGIOCAL DIVERSITY INC, AZ$34M197
MT. GRAHAM REGIONAL MEDICAL CENTER, INC.403(B) SAVINGS PLANMT GRAHAM REGIONAL MEDICAL CENTER INC., AZ$28M593
INTERMOUNTAIN CENTERS 401(K) PLANINTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC, AZ$18M843
CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLANCODAC HEALTH, RECOVERY & WELLNESS, INC., AZ$11M272
ACCELERATE DIAGNOSTICS, INC. 401(K) PLANACCELERATE DIAGNOSTICS, INC., AZ$10M99
GOLDBERG & OSBORNE 401(K) PLANGOLDBERG & OSBORNE LLP, AZ$9M88
THE BLAKE FOUNDATION 403(B) PLANEASTERSEALS BLAKE FOUNDATION, AZ$9M691
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA DE LOS NINOSCASA DE LOS NINOS, AZ$7M214
EMPLOYEE BENEFIT PLAN OF TUCSON JEWISH COMMUNITY CENTERTUCSON JEWISH COMMUNITY CENTER, AZ$7M241
FOCUS HR, INC. RETIREMENT PLANCASA DE LOS NINOS, AZ$7M163
SHAY OIL COMPANY, INC. 401(K) PROFIT SHARING PLANSHAY OIL COMPANY, INC., AZ$5M154
SPECIALISTS IN DERMATOLOGY, P.L.L.C. 401(K) PROFIT SHARING PLANSPECIALISTS IN DERMATOLOGY, P.L.L.C., AZ$4M69
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF ACHIEVE HUMAN SERVICES, INC.ACHIEVE HUMAN SERVICES, INC., AZ$3M67
UNITED CEREBRAL PALSY OF SOUTHERN ARIZONA INC 401(K) PROFIT SHARING PLAN AND TRUSTUNITED CEREBRAL PALSY OF SOUTHERN ARIZONA INC, AZ$2M856

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