About Wicks Emmett LLP
As Southern Oregon's premier CPA Firm, Wicks Emmett LLP offers comprehensive financial solutions that go beyond traditional accounting and tax preparation. Trusted by over 2,800 clients across all 50 states for over 58 years, our experienced team of CPAs and advisors provides a holistic approach to business consulting and financial planning.
Website: https://wicksemmett.com/
Founded: 1986
Office Locations
- Roseburg, OR (Headquarters)
- Roseburg, OR
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 7
- Total AUM Audited: $95.9M
- 401(k): 7 plans, $95.9M 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 |
|---|---|---|---|
| LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN | LONE ROCK TIMBER MANAGEMENT LLC, OR | $36M | 487 |
| ADAPT 401(K) PROFIT SHARING PLAN & TRUST | ADAPT, OR | $23M | 494 |
| C & D LUMBER COMPANY EMPLOYEE RETIREMENT PLAN | C & D LUMBER CO., LLC, OR | $9M | 92 |
| SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED | DOUGLAS COUNTY, INC., OR | $9M | 131 |
| D.R. JOHNSON LUMBER COMPANY 401(K) PLAN | D.R. JOHNSON LUMBER COMPANY, OR | $5M | 98 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $5M | 142 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $5M | 207 |
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