# KBF CPAS LLP
Source: https://planprovider.pro/provider/kbf-cpas-llp

> Founded in 2017, KBF CPAS LLP works with publicly traded, private equity-owned, and venture-backed companies on audit and accounting needs. Headquartered in…

Employee Benefit Plan Auditor

Vancouver, WA

## 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/](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.

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