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 PLANPLAN PROFESSIONALS, LLC, NJ$1.5B69,288
LES SCHWAB PROFIT SHARING RETIREMENT PLANLES SCHWAB WAREHOUSE CENTER, LLC, OR$865M6,051
JELD-WEN 401(K) RETIREMENT SAVINGS PLANJELD-WEN HOLDING, INC., NC$518M8,820
REALPAGE, INC. 401(K) RETIREMENT PLANREALPAGE, INC, TX$365M3,322
JELD-WEN, INC. RESTATED PENSION PLANJELD-WEN, INC., NC$262M679
KINDERCARE EDUCATION SAVINGS AND INVESTMENT PLANKINDERCARE EDUCATION LLC, OR$200M35,171
ONPOINT COMMUNITY CREDIT UNION 401(K) PLANONPOINT COMMUNITY CREDIT UNION, OR$183M1,216
DOYON 401(K) SAVINGS AND RETIREMENT PLANDOYON, LIMITED, AK$156M1,096
COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUSTCOLUMBIA MACHINE, INC., WA$104M581
TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLANTWINSTAR CREDIT UNION, WA$86M804
KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLANKENDALL DEALERSHIP HOLDINGS, LLC, ID$80M2,621
NORTH BEND MEDICAL CENTER 401(K) PLANNORTH BEND MEDICAL CENTER, INC., OR$74M314
OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUSTOREGON COMMUNITY CREDIT UNION, OR$68M605
CORA 401(K) PROFIT SHARING PLANCENTRAL OREGON RADIOLOGY ASSOC., P.C., OR$58M332
ROGUE CREDIT UNION CAPITAL ACCUMULATION PLANROGUE CREDIT UNION, OR$53M627
WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLANWOMEN'S CARE, P.C., OR$49M168
FUJIMI CORPORATION PROFIT SHARING & PENSION PLANFUJIMI CORPORATION, OR$48M104
ISPOT.TV, INC. 401(K) PLANISPOT.TV, INC., WA$45M406
VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLANVERNIER SOFTWARE & TECHNOLOGY, INC., OR$43M112
RADIOLOGY ASSOCIATES, P.C. EMPLOYEE SAVINGS PLANRADIOLOGY ASSOCIATES, P.C., OR$40M67

Showing top 20 of 90 plans serviced in 2025.

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