Gary McGee & Co. LLP

Employee Benefit Plan Auditor

Portland, OR

About Gary McGee & Co. LLP

<p>Focused on tax-exempt and nonprofit organizations, this Portland-area CPA firm brings a nonprofit-first approach to audit and financial reporting work across the greater Portland metro.</p> <p>Founded in 1992, Gary McGee &amp; Co. LLP provides auditing, accounting, and financial reporting services built around the reporting requirements and governance realities common to nonprofit entities. For organizations that also sponsor retirement plans, the firm’s audit background can support plan-related financial reporting needs alongside other year-end work.</p> <p>Managing Partner Yee Lee McGee leads the team and takes part in the development of accounting standards that affect the nonprofit sector. That standards involvement is a practical differentiator for organizations that want an auditor who keeps up with rule changes that shape nonprofit reporting.</p> <p>In addition to its nonprofit accounting practice, the firm can be a fit for groups looking for <a href="/auditors/401k">401(k) auditors</a> who understand tax-exempt employer considerations and related financial statement disclosures.</p> <ul> <li>CPA firm with an exclusive focus on tax-exempt and nonprofit organizations</li> <li>Auditing services for nonprofit financial statements</li> <li>Accounting support and year-end close assistance</li> <li>Financial reporting and related disclosures for nonprofit entities</li> <li>Leadership involvement in nonprofit accounting standards development</li> </ul>

Website: https://www.garymcgee.com/

Founded: 1992

Office Locations

  • Portland, OR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 3
  • Total AUM Audited: $52.4M
  • 401(k): 3 plans, $52.4M 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).

PlanSponsorAssetsParticipants
METROPOLITAN PUBLIC DEFENDER RETIREMENT PLAN METROPOLITAN PUBLIC DEFENDER SERVICES, INC., OR $27M 234
OREGON HUMANE SOCIETY 401(K) PLAN THE OREGON HUMANE SOCIETY, OR $20M 359
LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN LEGAL AID SERVICES OF OREGON, OR $15M 88
ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN ALLIANCE FOR A HEALTHIER GENERATION, OR $13M 59
OREGON LAW CENTER OREGON LAW CENTER, OR $11M 102
401(k) Retirement Plan Healthcare Sponsor, OR $10M 111
403(b) Retirement Plan Manufacturing Sponsor, OR $6M 102
401(k) Retirement Plan Professional Services Sponsor, OR $6M 180
401(k) Retirement Plan Technology Sponsor, OR $5M 161

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