Jones & Roth, P.C.

Employee Benefit Plan Auditor

Eugene, OR

About Jones & Roth, P.C.

<p>Founded in 1946, Jones &amp; Roth, P.C. has worked with Oregon organizations for decades, with its main office in Eugene in the southern Willamette Valley.</p> <p>The firm also has offices in Bend in Central Oregon and Hillsboro in the Portland metro area, giving it coverage across much of the state. Jones &amp; Roth provides accounting, audit, tax, and business advisory work for a mix of industries, with a dedicated practice for retirement plan audits.</p> <p>Plan sponsors typically engage the team for <a href="/auditors/401k">401(k) auditors</a> and other ERISA plan audit needs, alongside support that can connect cleanly with year-end accounting and tax reporting. Evan Dickens, CPA, is a Partner &amp; Shareholder and is part of the group that works across the firm’s audit, tax, and advisory services.</p> <p>Jones &amp; Roth is listed as an IPA Top 300 Firm and has been named one of Oregon's Best Companies to Work For. A practical differentiator is the firm’s ability to pair retirement plan audit work with industry-focused teams in construction, nonprofits, and private companies.</p> <ul> <li>Retirement plan audits</li> <li>Audit, tax, and advisory services</li> <li>Construction industry services</li> <li>Nonprofit accounting and assurance</li> <li>Estate &amp; trust services and financial advisory services</li> </ul>

Website: https://www.jrcpa.com/

Founded: 1946

Office Locations

  • Eugene, OR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 84
  • Total AUM Audited: $3.8B
  • 401(k): 84 plans, $3.8B 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
SUCCESSWISE POOLED EMPLOYER PLAN PLAN PROFESSIONALS, LLC, NJ $1.5B 69,288
LES SCHWAB PROFIT SHARING RETIREMENT PLAN LES SCHWAB WAREHOUSE CENTER, LLC, OR $865M 6,051
JELD-WEN 401(K) RETIREMENT SAVINGS PLAN JELD-WEN HOLDING, INC., NC $518M 8,820
REALPAGE, INC. 401(K) RETIREMENT PLAN REALPAGE, INC, TX $365M 3,322
JELD-WEN, INC. RESTATED PENSION PLAN JELD-WEN, INC., NC $262M 679
401(k) Retirement Plan Healthcare Sponsor, OR $200M 35,171
401(k) Retirement Plan Manufacturing Sponsor, OR $183M 1,216
401(k) Retirement Plan Professional Services Sponsor, AK $156M 1,096
401(k) Retirement Plan Technology Sponsor, WA $104M 581

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