Mersereau, Lazenby & Rockas, LLC

Employee Benefit Plan Auditor

Suwanee, GA

About Mersereau, Lazenby & Rockas, LLC

<p>Founded in 1986, Mersereau, Lazenby &amp; 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).

PlanSponsorAssetsParticipants
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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