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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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