Verity Accountancy, PC

Employee Benefit Plan Auditor

Portland, OR

About Verity Accountancy, PC

Verity Accountancy, PC is a trusted CPA firm serving Portland, OR, and surrounding areas. As a Partner and CPA, Jeffrey A. Hart plays a key role in providing comprehensive accounting services, including tax, assurance, and business advisory solutions. Jeff Hart joined Verity Accountancy, PC in 2001, bringing extensive experience in public accounting since 1995. Whether you are an individual or a business client, the team at Verity Accountancy, PC offers personalized consulting and expertise. For reliable financial guidance in Portland, OR, contact Jeffrey A. Hart and the professionals at Verity Accountancy, PC.

Website: https://veritypc.com/

Founded: 1957

Office Locations

  • Portland, OR (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 10
  • Total AUM Audited: $87.6M
  • 401(k): 10 plans, $87.6M 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).

PlanSponsorAssetsParticipants
ROTSCHY, INC. 401(K) PLAN ROTSCHY, INC., WA $25M 521
NUTTER RETIREMENT PLAN NUTTER CORPORATION, WA $14M 200
YOUR DOUGH PROFIT SHARING PLAN PORTLAND FRENCH LTD., OR $13M 104
AEROTEC 401(K) RETIREMENT PLAN AEROSPACE TESTING ENGINEERING & CERTIFICATION, LLC, WA $11M 97
FIRE & VINE HOSPITALITY 401(K) PROFIT SHARING PLAN MACKAY RESTAURANT MANAGEMENT GROUP, INC., WA $10M 266
401(k) Retirement Plan Healthcare Sponsor, WA $8M 130
401(k) Retirement Plan Manufacturing Sponsor, OR $7M 128
401(k) Retirement Plan Professional Services Sponsor, OR $6M 157
401(k) Retirement Plan Technology Sponsor, OR $6M 132

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