# Jones & Roth, P.C. Source: https://planprovider.pro/provider/jones-and-roth-pc > 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. T… Employee Benefit Plan Auditor Eugene, OR ## About Jones & Roth, P.C.

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.

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.

Plan sponsors typically engage the team for 401(k) auditors 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.

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.

Website: [https://www.jrcpa.com/](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| | KINDERCARE EDUCATION SAVINGS AND INVESTMENT PLAN|KINDERCARE EDUCATION LLC, OR|$200M|35,171| | ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN|ONPOINT COMMUNITY CREDIT UNION, OR|$183M|1,216| | DOYON 401(K) SAVINGS AND RETIREMENT PLAN|DOYON, LIMITED, AK|$156M|1,096| | COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST|COLUMBIA MACHINE, INC., WA|$104M|581| | TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN|TWINSTAR CREDIT UNION, WA|$86M|804| | KENDALL AUTOMOTIVE GROUP EMPLOYEES' RETIREMENT PLAN|KENDALL DEALERSHIP HOLDINGS, LLC, ID|$80M|2,621| | NORTH BEND MEDICAL CENTER 401(K) PLAN|NORTH BEND MEDICAL CENTER, INC., OR|$74M|314| | OREGON COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST|OREGON COMMUNITY CREDIT UNION, OR|$68M|605| | CORA 401(K) PROFIT SHARING PLAN|CENTRAL OREGON RADIOLOGY ASSOC., P.C., OR|$58M|332| | ROGUE CREDIT UNION CAPITAL ACCUMULATION PLAN|ROGUE CREDIT UNION, OR|$53M|627| | WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN|WOMEN'S CARE, P.C., OR|$49M|168| | FUJIMI CORPORATION PROFIT SHARING & PENSION PLAN|FUJIMI CORPORATION, OR|$48M|104| | ISPOT.TV, INC. 401(K) PLAN|ISPOT.TV, INC., WA|$45M|406| | VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLAN|VERNIER SOFTWARE & TECHNOLOGY, INC., OR|$43M|112| | RADIOLOGY ASSOCIATES, P.C. EMPLOYEE SAVINGS PLAN|RADIOLOGY ASSOCIATES, P.C., OR|$40M|67| Showing top 20 of 90 plans serviced in 2025. ## Other Employee Benefit Plan Auditors in OR - [Maginnis & Carey LLP](https://planprovider.pro/provider/maginnis-and-carey-llp) - Portland, OR - [Wicks Emmett LLP](https://planprovider.pro/provider/wicks-emmett-llp) - Roseburg, OR - [McDonald Jacobs, P.C.](https://planprovider.pro/provider/mcdonald-jacobs-pc) - Portland, OR - [Verity Accountancy, PC](https://planprovider.pro/provider/verity-accountancy-pc) - Portland, OR - [Anne McCaleb CPA](https://planprovider.pro/provider/anne-mccaleb-cpa) - Brandon, OR - [Day CPA Services, P.C.](https://planprovider.pro/provider/day-cpa-services-pc) - Newberg, OR - [Hoffman Stewart & Schmidt PC](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) - Portland, OR - [Kernutt Stokes LLP](https://planprovider.pro/provider/kernutt-stokes-llp) - Eugene, OR - [Kern & Thompson, LLC](https://planprovider.pro/provider/kern-and-thompson-llc) - Portland, OR - [Talbot Korvola & Warwick LLP](https://planprovider.pro/provider/talbot-korvola-and-warwick-llp) - Lake Oswego, OR [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/jones-and-roth-pc) © 2026 PlanProvider.Pro