About Verdeja & Alvarez LLP
<p>Founded in 1986, Verdeja & Alvarez LLP is a CPA firm based in Coral Gables in the Miami–Fort Lauderdale metro area. The firm works with organizations across Miami-Dade, Broward, and Monroe Counties.</p> <p>Managing Partner Octavio A. Verdeja, CPA, has more than 40 years in public accounting. The team handles audit, accounting, and tax work for businesses and organizations that need clear reporting and reliable compliance with applicable accounting standards.</p> <p>Verdeja & Alvarez LLP’s industry experience includes schools and education, not-for-profit organizations, and healthcare. For retirement plan sponsors looking for specialized support, the firm fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> that help plans meet reporting and filing requirements.</p> <p>What sets the firm apart is its hands-on, detail-focused approach paired with long-tenured leadership.</p> <ul> <li>Audit and assurance services</li> <li>Advisory services</li> <li>Tax services</li> <li>Industry experience in education, not-for-profit, and healthcare</li> </ul>
Website: https://www.va-cpa.com/
Founded: 1986
Office Locations
- Coral Gables, FL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 31
- Total AUM Audited: $684.9M
- 401(k): 31 plans, $684.9M 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 |
|---|---|---|---|
| REGIS HR GROUP 401(K) PLAN | THE SIMPLEX GROUP, INC., FL | $108M | 3,257 |
| RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN | RANSOM EVERGLADES SCHOOL, INC., FL | $84M | 263 |
| BANCO DE SABADELL, S.A. 401(K) PLAN | BANCO DE SABADELL, S.A., FL | $79M | 316 |
| GULLIVER PREPARATORY SCHOOL, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | GULLIVER PREPARATORY SCHOOL, INC., FL | $53M | 567 |
| MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA, FL | $45M | 1,172 |
| 401(k) Retirement Plan | Healthcare Sponsor, FL | $41M | 142 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NC | $41M | 132 |
| 403(b) Retirement Plan | Professional Services Sponsor, FL | $34M | 198 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $27M | 681 |
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