SJT Group LLC

Employee Benefit Plan Auditor

Albuquerque, NM

About SJT Group LLC

SJT Group LLC is a trusted CPA firm based in Albuquerque, New Mexico, offering deep expertise and partner-led service to Tribal Governments, Nonprofit Organizations, and State & Local Governments. Experienced professionals like **Lonnie Juarez**, a key contact and auditor at the firm, ensure clients receive tailored financial guidance and efficient execution. SJT Group provides comprehensive services including financial audits, Single Audits, IRS Form 990 preparation, and ongoing accounting consulting. Clients rely on SJT Group LLC for their blend of cultural understanding, national expertise, and commitment to responsiveness, ensuring financial integrity and compliance with evolving regulations. Contact Lonnie Juarez or the team at SJT Group for advisory solutions designed around your mission.

Website: https://www.sjtgroupcpa.com/

Founded: 2012

Office Locations

  • Albuquerque, NM (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 9
  • Total AUM Audited: $87.1M
  • 401(k): 9 plans, $87.1M 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
COMMERCIAL ENTERPRISES EMPLOYEES 401(K) PROFITPUEBLO OF ISLETA, NM$35M1,073
THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B)THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B)., NM$18M107
SECTION 403(B) RETIREMENT PLAN FOR YOUTH DEVELOPMENT, INC.YOUTH DEVELOPMENT, INC., NM$16M551
MIDWEST NEW MEXICO COMMUNITY ACTION PROGRAM 403(B) PLANMIDWEST NEW MEXICO COMMUNITY ACTION PROGRAM, NM$5M123
UTE MOUNTAIN UTE TRIBE ENTERPRISE 401(K) PLANUTE MOUNTAIN UTE TRIBE, CO$5M433
HERRERA SCHOOL BUSES AND COACHES, INC. RETIREMENT PLANHERRERA SCHOOL BUSES AND COACHES, INC., NM$4M152
SANTA CLARA DEVELOPMENT CORPORATION 401(K) PLANSANTA CLARA DEVELOPMENT CORPORAT, NM$3M288
GOODWILL INDUSTRIES OF NEW MEXICO 403(B) PLANGOODWILL INDUSTRIES OF NEW MEXICO, NM$2M442
SANTA FE RECOVERY CENTER 401(K) PLANSANTA FE RECOVERY CENTER, NM$2M174
SENMCAC 401(K) PLANSOUTHEAST NM COMMUNITY ACTION CORPORATION, NM$509,866145

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