About KBF CPAS LLP
<p>Founded in 2017, KBF CPAS LLP works with publicly traded, private equity-owned, and venture-backed companies on audit and accounting needs.</p>
<p>Headquartered in Vancouver, Washington in the Portland–Vancouver metro area, the firm provides assurance, tax, and advisory services for businesses that want a CPA team used to complex reporting and stakeholder expectations.</p>
<p>As an auditor, KBF CPAS LLP focuses on clear planning, organized fieldwork, and practical communication with management teams and finance staff. A key differentiator is its concentration on companies backed by public markets and institutional investors, where deadlines and reporting standards tend to be stricter.</p>
<ul>
<li>Assurance (audit and related services)</li>
<li>Tax planning and compliance</li>
<li>Advisory support for finance and operations</li>
<li>Experience with public, private equity-owned, and venture-backed businesses</li>
</ul>
Website: https://kbfadvisory.com/
Founded: 2017
Office Locations
- Vancouver, WA (Headquarters)
Audit Statistics (2024)
- Total Plans Audited: 10
- Total AUM Audited: $965.6M
- 401(k): 10 plans, $965.6M AUM
Plans Serviced (2024)
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 |
|---|
| XPO LOGISTICS RETIREMENT SAVINGS PLAN | XPO CNW, INC., OR | $1.9B | 5,304 |
| XPO PENSION PLAN | XPO CNW, INC., OR | $1.4B | 3,810 |
| QORVO 401(K) PLAN | QORVO US, INC., OR | $1.2B | 4,547 |
| LITHIA MOTORS, INC. 401(K) PLAN | LITHIA MOTORS, INC., OR | $1.0B | 23,444 |
| ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | ADIDAS AMERICA, INC., OR | $956M | 6,427 |
| ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN | ST. CHARLES HEALTH SYSTEM, INC., OR | $744M | 5,051 |
| XPO LOGISTICS, INC 401(K) PLAN | XPO LOGISTICS, INC., OR | $715M | 17,616 |
| SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL | SAMARITAN HEALTH SERVICES, OR | $703M | 6,427 |
| GXO LOGISTICS 401(K) PLAN | GXO ENTERPRISE SERVICES, LLC, CT | $438M | 21,896 |
| APRIA HEALTHCARE GROUP INC. 401(K) SAVINGS PLAN | APRIA HEALTHCARE GROUP INC., CA | $350M | — |
| SAMARITAN HEALTH SERVICES RETIREMENT PLAN | SAMARITAN HEALTH SERVICES, OR | $321M | 5,269 |
| OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | OREGON TOOL, INC., OR | $295M | 924 |
| RXO 401(K) PLAN | RXO CORPORATE SOLUTIONS, LLC, NC | $263M | 6,321 |
| THE GREENBRIER COMPANIES 401(K) RETIREMENT SAVINGS PLAN | THE GREENBRIER COMPANIES, INC., OR | $261M | 2,291 |
| A-DEC, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | A-DEC, INC., OR | $249M | 1,210 |
| PACIFIC UNIVERSITY SECTION 403(B) PLAN | PACIFIC UNIVERSITY, OR | $243M | 1,342 |
| MODA PARTNERS, INC. EMPLOYEE RETIREMENT PLAN | MODA PARTNERS, INC., OR | $209M | 1,354 |
| LATTICE SEMICONDUCTOR CORPORATION 401(K) EMPLOYEE SAVINGS PLAN | LATTICE SEMICONDUCTOR CORPORATION, OR | $203M | 297 |
| 401(K) SAVINGS PLAN FOR EMPLOYEES OF EVRAZ NA | EVRAZ NA, IL | $187M | 681 |
| BEYOND 401(K) PLAN | BEYOND, INC., UT | $151M | 552 |
Showing top 20 of 83 plans serviced in 2024.