About Maginnis & Carey LLP
<p>Founded in 1945, Maginnis & Carey LLP is a CPA firm in Lake Oswego, in the Portland metro area, working with individuals and businesses across the region.</p> <p>The firm handles audit, accounting, and tax work, along with business advisory services. For employers that need plan-level reporting, Maginnis & Carey can also be a resource among <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a> involved in annual compliance.</p> <p>Maginnis & Carey’s approach centers on close, personal attention backed by long-term technical training and experience. That combination of longevity and hands-on service is a practical fit for organizations that want a stable local firm rather than a large national practice.</p> <p>Contact Cory Martin or call (503) 227-0519. The office address is 4800 Meadows Rd., Suite 200, Lake Oswego, OR 97035.</p> <ul> <li>Founded: 1945</li> <li>CPA firm providing audit, accounting, and tax services</li> <li>Business advisory services</li> <li>Based in Lake Oswego, serving the Portland, Oregon area</li> </ul>
Website: https://www.maginnis-carey.com/
Founded: 1945
Office Locations
- Portland, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 6
- Total AUM Audited: $80.3M
- 401(k): 6 plans, $80.3M 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 |
|---|---|---|---|
| W K & O/HIGH CASCADE 401(K) PLAN | WILKINS, KAISER & OLSEN, INC., WA | $26M | 365 |
| KAI USA, LTD. 401(K) PLAN | KAI USA LTD, OR | $24M | 277 |
| AMERICAN HEATING, INC. 401(K) PLAN | AMERICAN HEATING, INC., OR | $22M | 204 |
| THE ALLIED SYSTEMS COMPANY 401(K) CASH OR DEFERRED SAVINGS PLAN | ALLIED SYSTEMS COMPANY, OR | $14M | 242 |
| THE HEATHMAN LODGE 401(K) PLAN | H LODGE, LLC, OR | $7M | 168 |
| 401(k) Retirement Plan | Healthcare Sponsor, ND | $7M | 76 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $5M | 99 |
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