About Hoffman Stewart & Schmidt PC
<p>Founded in 1979, this Portland-based CPA firm works with organizations across the Portland metro and the broader Oregon market on accounting and audit needs.</p> <p>Hoffman Stewart & Schmidt PC is headquartered at 3 Centerpointe Drive, Ste 300, Portland, OR. The firm provides accounting and auditing services, with a team that handles ongoing reporting and audit engagements for local and statewide clients.</p> <p>For retirement plan sponsors looking for experienced <a href="/auditors/401k">401(k) auditors</a>, the firm’s long tenure in public accounting is a practical differentiator, especially for organizations that want continuity year after year.</p> <p>To reach the firm, contact Kristin Osorio at 503-220-5900 or visit <a href="https://hsscpas.com" target="_blank" rel="noopener">hsscpas.com</a>.</p> <ul> <li>CPA firm established in 1979</li> <li>Headquarters: 3 Centerpointe Drive, Ste 300, Portland, OR</li> <li>Accounting services</li> <li>Auditing services</li> <li>Phone: 503-220-5900 (Kristin Osorio)</li> </ul>
Website: https://www.hsscpas.com
Founded: 1979
Office Locations
- Portland, OR (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 46
- Total AUM Audited: $763.2M
- 401(k): 46 plans, $763.2M 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 |
|---|---|---|---|
| HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | HARDER MECHANICAL CONTRACTORS, INC., OR | $110M | 339 |
| THE OCHIN 401(K) PLAN | OCHIN, INC., OR | $90M | 1,227 |
| THE LINUX FOUNDATION 401(K) PLAN | THE LINUX FOUNDATION, CA | $76M | 253 |
| CENTRAL CITY CONCERN RETIREMENT PLAN | CENTRAL CITY CONCERN, OR | $62M | 1,271 |
| CATLIN GABEL SCHOOL RETIREMENT PLAN | CATLIN GABEL SCHOOL, OR | $52M | 222 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $49M | 237 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $47M | 840 |
| 401(k) Retirement Plan | Professional Services Sponsor, NV | $46M | 2,533 |
| 401(k) Retirement Plan | Technology Sponsor, WA | $42M | 106 |
🔒 Want to unlock and download Hoffman Stewart & Schmidt PC's client list?
Subscribe to Basic or Premium today to reveal and download all 64 client plans.
Subscribe Today