About Delap LLP
<p>Founded in 1933, Delap LLP has grown from a CPA practice into a broader financial services firm in Lake Oswego, serving the Portland metro area and businesses across Oregon.</p> <p>Delap’s assurance team handles audit work alongside tax and business advisory services, with additional offerings in wealth advisory and managed IT services. The firm works with organizations at different stages, from early growth through more established operations, and focuses on turning past financial results into practical planning input.</p> <p>For retirement plan sponsors that need an independent financial statement audit, Delap fits within the broader group of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>. One differentiator is the ability to pair assurance work with in-house tax, advisory, and IT resources when a plan sponsor wants those services coordinated.</p> <p>Delap LLP is headquartered at 5885 Meadows Road, Suite 200, Lake Oswego, OR. Phone: 503.697.4118. Contact: Sarah Padfield. Website: delapcpa.com.</p> <ul> <li>Assurance and audit services</li> <li>Tax planning and compliance</li> <li>Business advisory support</li> <li>Wealth advisory services</li> <li>Managed IT services</li> </ul>
Website: https://www.delapcpa.com
Founded: 1933
Office Locations
- Lake Oswego, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 45
- Total AUM Audited: $2.6B
- 401(k): 45 plans, $2.6B 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 |
|---|---|---|---|
| UMPQUA BANK 401(K) AND PROFIT SHARING PLAN | COLUMBIA BANKING SYSTEM, INC., WA | $761M | 4,695 |
| FCTG RETIREMENT SAVINGS PLAN | FOREST CITY TRADING GROUP, LLC, OR | $251M | 657 |
| TILLAMOOK COUNTY CREAMERY ASSOCIATION EMPLOYEES' 401(K) SAVINGS PLAN | TILLAMOOK COUNTY CREAMERY ASSOCIATION, OR | $168M | 1,005 |
| OREGON EMERGENCY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | OREGON EMERGENCY PHYSICIANS P.C., OR | $115M | 100 |
| WILLISTON FINANCIAL GROUP LLC 401(K) PLAN | WILLISTON FINANCIAL GROUP, LLC, OR | $98M | 1,421 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $89M | 480 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $73M | 144 |
| 401(k) Retirement Plan | Professional Services Sponsor, OR | $67M | 953 |
| 401(k) Retirement Plan | Technology Sponsor, OR | $65M | 673 |
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