Fordham Goodfellow, LLP

Employee Benefit Plan Auditor

Hillsboro, OR

About Fordham Goodfellow, LLP

<p>Founded in 1956, Fordham Goodfellow, LLP has worked with businesses and individuals in the Portland metro area for decades from its office in Hillsboro, Oregon.</p> <p>The firm is a CPA practice that handles financial statement work, income tax planning, and retirement plan-related accounting support. It also advises owners on business continuation and succession planning as part of longer-term business planning.</p> <p>Fordham Goodfellow’s approach is built around a partner-level advisory relationship; Partner Blair Walker is part of the team that works directly with clients. What sets the firm apart is its long operating history in the local market paired with hands-on planning work beyond routine tax preparation.</p> <p>As part of the broader mix of <a href="/retirement-plans">retirement plan providers</a>, the firm can be a fit for organizations that want their accounting, tax, and plan-related needs coordinated through one CPA firm.</p> <ul> <li>CPA firm established in 1956</li> <li>Based in Hillsboro in the Portland metro area</li> <li>Income tax planning for businesses and individuals</li> <li>Financial statements and related accounting services</li> <li>Retirement plan and succession planning support</li> </ul>

Website: https://fordham.com/

Founded: 1956

Office Locations

  • Hillsboro, OR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 5
  • Total AUM Audited: $219.7M
  • 401(k): 5 plans, $219.7M 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
TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)TUALITY HEALTHCARE, OR$120M1,323
TUALITY HEALTHCARE RETIREMENT PLANTUALITY HEALTHCARE, OR$71M198
TUALITY HEALTHCARE CASH BALANCE PENSION PLANTUALITY HEALTHCARE, OR$13M461
JUBITZ PROFIT SHARING/401(K) PLANJUBITZ CORPORATION, OR$10M229
JBC LIMITED, LLC 401K EMPLOYEE SAVINGS PLANJBC LIMITED, LLC, OR$5M214
LEADING EDGE AVIATION INC 401(K) PROFIT SHARING PLAN & TRUSTLEADING EDGE AVIATION INC, OR$1M113

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