About Mersereau, Lazenby & Rockas, LLC
<p>Founded in 1986, Mersereau, Lazenby & Rockas, LLC is a public accounting firm based in Suwanee in the Atlanta metro area.</p> <p>The firm works with small businesses and not-for-profit organizations across metro Atlanta on audit and review engagements, day-to-day accounting support, and financial statement preparation. Its team also handles individual and business tax work, including return preparation, tax planning, and consulting.</p> <p>MLR is a member of the AICPA Private Companies Practice Section, which is a practical differentiator for organizations that want a firm aligned with AICPA practice resources and standards.</p> <p>Plan sponsors looking for an auditor can also use MLR’s broader accounting and tax background to keep year-end reporting and filings organized.</p> <ul> <li>Audit and review services for businesses and nonprofits</li> <li>Accounting and financial statement preparation</li> <li>Individual and business tax preparation</li> <li>Tax planning and consulting</li> <li>Related support for employers working with <a href="/retirement-plans">retirement plan providers</a> and <a href="/auditors/401k">401(k) auditors</a></li> </ul>
Website: http://www.cpamlr.com/
Founded: 1986
Office Locations
- Suwanee, GA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 8
- Total AUM Audited: $171.6M
- 401(k): 8 plans, $171.6M 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NEWFIELDS COMPANIES, LLC 401(K) PLAN | NEWFIELDS COMPANIES, LLC, GA | $60M | 118 |
| TENCATE USA SAVINGS PLAN | NICOLON CORPORATION, GA | $59M | 470 |
| TORAY ADVANCED COMPOSITES USA SAVINGS PLAN | TORAY ADVANCED COMPOSITES USA, CA | $58M | 469 |
| TECHCXO LLC 401(K) PROFIT SHARING PLAN | TECHCXO, LLC, GA | $42M | 190 |
| TENCATE PROTECTIVE FABRICS SAVINGS PLAN | SOUTHERN MILLS, INC. D/B/A TENCATE PROTECTIVE FABRICS, GA | $39M | 398 |
| 401(k) Retirement Plan | Healthcare Sponsor, TN | $24M | 685 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $8M | 157 |
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