About Jones & Roth, P.C.
<p>Founded in 1946, Jones & 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 & 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 & Shareholder and is part of the group that works across the firm’s audit, tax, and advisory services.</p> <p>Jones & 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 & 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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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