About Dougall Conradie LLC
<p>Founded in 2003, Dougall Conradie LLC is a CPA firm based in Beaverton in the Portland metro area, with its headquarters also in Beaverton.</p> <p>The firm’s work spans assurance services, tax and accounting services, and advisory services for both individuals and businesses. As part of its assurance practice, Dougall Conradie LLC fits into the broader set of <a href="/retirement-plans">retirement plan providers</a> that support plan sponsors with financial reporting and compliance needs.</p> <p>Clients typically work with the firm for day-to-day accounting support, tax planning and preparation, and audit-related services. One differentiator is the breadth of services under one roof, which can simplify coordination between tax, accounting, and assurance work.</p> <ul> <li>Assurance services (audit and related engagements)</li> <li>Tax and accounting services</li> <li>Advisory services</li> <li>Works with individuals and businesses</li> </ul>
Website: https://www.cpanw.com/
Founded: 2003
Office Locations
- Beaverton, OR
- Beaverton, OR (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $193.4M
- 401(k): 10 plans, $193.4M AUM
Plans Serviced (2025)
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 |
|---|---|---|---|
| UNITUS COMMUNITY CREDIT UNION 401(K) PLAN | UNITUS COMMUNITY CREDIT UNION, OR | $53M | 311 |
| SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | SCITON INC., CA | $45M | 440 |
| GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | GRAND & BENEDICTS, INC., OR | $30M | 96 |
| HOUSTON'S, INC. 401(K) PROFIT SHARING PLAN | HOUSTONS, INC., OR | $17M | 185 |
| REVER GRAND LLC 401(K) PROFIT SHARING PLAN & TRUST | REVER GRAND LLC, OR | $13M | 1,988 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $9M | 108 |
| 401(k) Retirement Plan | Manufacturing Sponsor, WA | $9M | 26 |
| 401(k) Retirement Plan | Professional Services Sponsor, OR | $8M | 440 |
| 401(k) Retirement Plan | Technology Sponsor, WA | $7M | 239 |
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