McDonald Jacobs, P.C.

Employee Benefit Plan Auditor

Portland, OR

About McDonald Jacobs, P.C.

<p>Founded in 1972, McDonald Jacobs, P.C. is a CPA and consulting firm that works with employers and organizations across the Pacific Northwest.</p> <p>Headquartered in Portland in the Willamette Valley, the firm supports closely held businesses, nonprofits, trusts and estates, and individuals with accounting and advisory services.</p> <p>For retirement plan sponsors looking for help with plan reporting and oversight, McDonald Jacobs fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> and can be considered alongside <a href="/auditors/401k">401(k) auditors</a> when an independent CPA firm is needed.</p> <ul> <li>Certified public accounting and consulting services</li> <li>Experience with closely held businesses and nonprofit organizations</li> <li>Work with trusts and estates and individual clients</li> <li>Based in the Portland metro area and serving the Pacific Northwest</li> </ul> <p>What sets the firm apart is its mix of business and nonprofit work in the region, which can be useful for organizations that need a CPA team familiar with locally based operations and governance.</p>

Website: https://www.mcdonaldjacobs.cpa/

Founded: 2012

Office Locations

  • Portland, OR (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 4
  • Total AUM Audited: $90.2M
  • 401(k): 4 plans, $90.2M 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).

PlanSponsorAssetsParticipants
EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN EDUCATION NORTHWEST, OR $70M 77
STAND FOR CHILDREN 401(K) PLAN STAND FOR CHILDREN LEADERSHIP CENTER, OR $12M 123
OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN OPTIONS COUNSELING SERVICES OF OREGON, INC., OR $10M 159
RIDE CONNECTION 403(B) PLAN RIDE CONNECTION, INC., OR $7M 233
NEW NARRATIVE 401(K) PLAN NEW NARRATIVE, OR $6M 318
401(k) Retirement Plan Healthcare Sponsor, OR $1M 155

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