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) PLANROTSCHY, INC., WA$25M521
NUTTER RETIREMENT PLANNUTTER CORPORATION, WA$14M200
YOUR DOUGH PROFIT SHARING PLANPORTLAND FRENCH LTD., OR$13M104
AEROTEC 401(K) RETIREMENT PLANAEROSPACE TESTING ENGINEERING & CERTIFICATION, LLC, WA$11M97
FIRE & VINE HOSPITALITY 401(K) PROFIT SHARING PLANMACKAY RESTAURANT MANAGEMENT GROUP, INC., WA$10M266
ATLAS DENTAL GROUP 401(K) PLANATLAS DENTAL GROUP LLC, WA$8M130
MACHINE SCIENCES CORPORATION 401(K) PROFIT SHARING PLANMACHINE SCIENCES CORPORATION, OR$7M128
EVANS COMPONENTS, INC TAX DEFERRED RETIREMENT PLANEVANS COMPONENTS INC, OR$6M157
NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLANNEIL KELLY COMPANY, INC., OR$6M132
ELEPHANTS FOOD GROUP INC. DBA ELEPHANTS DELICATESSEN 401(K)ELEPHANTS FOOD GROUP INC., OR$5M286
KEYSTONE-PACIFIC 401(K) PLANKEYSTONE-PACIFIC LLC, OR$5M170
KHG 401(K) PLANKIWANDA HOSPITALITY GROUP, LTD, OR$4M319
URBAN LEAGUE OF PORTLAND 401(K) PROFIT SHARING PLAN & TRUSTURBAN LEAGUE OF PORTLAND, OR$1M133

Other Employee Benefit Plan Auditors in OR