Worthy & Company, LLC

Employee Benefit Plan Auditor

Hillsboro, OR

About Worthy & Company, LLC

<p>Replacement cost estimates for condominium and HOA properties are the core of Worthy &amp; Company, LLC’s appraisal work. Founded in 1986, the firm focuses on insurance valuations that help community associations set appropriate coverage levels.</p> <p>The company is based in Hillsboro in the Portland metro area, with its headquarters in Hillsboro, Oregon. Its work centers on property appraisal for condominium associations and homeowners associations, with reports geared toward insurance needs rather than resale pricing.</p> <p>Services are built around clear, supportable numbers for replacement cost and related insurance valuation inputs. What sets Worthy &amp; Company apart is its narrow focus on association properties, which keeps the scope and deliverables aligned with how boards and managers use these valuations.</p> <ul> <li>Replacement Cost Estimates for insurance planning</li> <li>Insurance Valuations for condominium associations</li> <li>Insurance Valuations for homeowners associations (HOAs)</li> <li>Property appraisal work tailored to association insurance requirements</li> </ul>

Website: https://www.worthyco.com/home.html

Founded: 1986

Office Locations

  • Hillsboro, OR (Headquarters)
  • Hillsboro, OR

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 24
  • Total AUM Audited: $929.5M
  • 401(k): 24 plans, $929.5M 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
SOUND PHYSICIANS 401(K) PLANSOUND INPATIENT PHYSICIANS, INC., WA$556M4,098
USNR, LLC 401(K) TAX SHELTERED PLANUSNR, LLC, WA$51M612
PENSION PLAN FOR EMPLOYEES OF U.S. NATURAL RESOURCES AND FRIEDRICH AIR CONDITIONING CO.USNR, LLC, WA$40M79
DWFRITZ AUTOMATION LLC 401(K) PLANDWFRITZ AUTOMATION LLC, OR$33M136
THE NEIL JONES FOOD COMPANY 401(K) PLANTHE NEIL JONES FOOD COMPANY, WA$30M289
FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLANSILVER FALLS MSO, LLC, OR$29M560
RIVERVIEW BANCORP INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUSTRIVERVIEW BANCORP INC., WA$27M230
HI-SCHOOL PHARMACY, INC. MULTIPLE EMPLOYER 401(K) AND PSP & TRUSTHI-SCHOOL PHARMACY, INC., WA$26M394
DR. MARTENS 401(K) RETIREMENT PLANDR. MARTENS, OR$24M1,029
CARR AUTO GROUP 401(K) RETIREMENT PLANCARR AUTO GROUP, INC., OR$23M259
PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLANPACIFIC NORTHERN ENVIRONMENTAL, LLC, WA$19M326
NOSLER, INC. 401(K) SALARY REDUCTION PLANNOSLER, INC., OR$16M177
PEP PRINTING, INC. 401(K) PROFIT SHARING PLANPEP PRINTING, INC., OR$16M160
THE NEIL JONES FOOD COMPANY UNION EMPLOYEES 401(K) PLANTHE NEIL JONES FOOD COMPANY, WA$16M651
HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLANBEAVERTON TOYOTA, INC., OR$15M170
SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLANSMITH FREED & EBERHARD, P.C., OR$13M66
ALBERTINA KERR CENTERS 401(K) RETIREMENT SAVINGS PLANALBERTINA KERR CENTERS, OR$10M484
TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLANMCCORD'S VANCOUVER AUTO CENTER, INC., WA$9M205
CONTROLTEK 401(K) PROFIT SHARING PLANCONTROLTEK, INC., WA$9M100
LIFELINE CONNECTIONS 401(K) PLANLIFELINE CONNECTIONS, WA$7M292

Showing top 20 of 26 plans serviced in 2024.

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