# Worthy &amp; Company, LLC
Source: https://planprovider.pro/provider/worthy-and-company-llc

> Replacement cost estimates for condominium and HOA properties are the core of Worthy &amp;amp; Company, LLC’s appraisal work. Founded in 1986, the firm focuses o…

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](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).

| Plan|Sponsor|Assets|Participants|

| SOUND PHYSICIANS 401(K) PLAN|SOUND INPATIENT PHYSICIANS, INC., WA|$556M|4,098|

| USNR, LLC 401(K) TAX SHELTERED PLAN|USNR, LLC, WA|$51M|612|

| PENSION PLAN FOR EMPLOYEES OF U.S. NATURAL RESOURCES AND FRIEDRICH AIR CONDITIONING CO.|USNR, LLC, WA|$40M|79|

| DWFRITZ AUTOMATION LLC 401(K) PLAN|DWFRITZ AUTOMATION LLC, OR|$33M|136|

| THE NEIL JONES FOOD COMPANY 401(K) PLAN|THE NEIL JONES FOOD COMPANY, WA|$30M|289|

| FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN|SILVER FALLS MSO, LLC, OR|$29M|560|

| RIVERVIEW BANCORP INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST|RIVERVIEW BANCORP INC., WA|$27M|230|

| HI-SCHOOL PHARMACY, INC. MULTIPLE EMPLOYER 401(K) AND PSP & TRUST|HI-SCHOOL PHARMACY, INC., WA|$26M|394|

| DR. MARTENS 401(K) RETIREMENT PLAN|DR. MARTENS, OR|$24M|1,029|

| CARR AUTO GROUP 401(K) RETIREMENT PLAN|CARR AUTO GROUP, INC., OR|$23M|259|

| PACIFIC NORTHERN ENVIRONMENTAL 401(K) PROFIT SHARING PLAN|PACIFIC NORTHERN ENVIRONMENTAL, LLC, WA|$19M|326|

| NOSLER, INC. 401(K) SALARY REDUCTION PLAN|NOSLER, INC., OR|$16M|177|

| PEP PRINTING, INC. 401(K) PROFIT SHARING PLAN|PEP PRINTING, INC., OR|$16M|160|

| THE NEIL JONES FOOD COMPANY UNION EMPLOYEES 401(K) PLAN|THE NEIL JONES FOOD COMPANY, WA|$16M|651|

| HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN|BEAVERTON TOYOTA, INC., OR|$15M|170|

| SMITH FREED & EBERHARD, P.C. 401(K) RETIREMENT PLAN|SMITH FREED & EBERHARD, P.C., OR|$13M|66|

| ALBERTINA KERR CENTERS 401(K) RETIREMENT SAVINGS PLAN|ALBERTINA KERR CENTERS, OR|$10M|484|

| TOYOTA OF VANCOUVER 401(K) PROFIT SHARING PLAN|MCCORD'S VANCOUVER AUTO CENTER, INC., WA|$9M|205|

| CONTROLTEK 401(K) PROFIT SHARING PLAN|CONTROLTEK, INC., WA|$9M|100|

| LIFELINE CONNECTIONS 401(K) PLAN|LIFELINE CONNECTIONS, WA|$7M|292|

Showing top 20 of 26 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in OR

- [Verity Accountancy, PC](https://planprovider.pro/provider/verity-accountancy-pc) - Portland, OR

- [Gary McGee & Co. LLP](https://planprovider.pro/provider/gary-mcgee-and-co-llp) - Portland, OR

- [McDonald Jacobs, P.C.](https://planprovider.pro/provider/mcdonald-jacobs-pc) - Portland, OR

- [Geffen, Mesher & Company, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) - Portland, OR

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- [Delap LLP](https://planprovider.pro/provider/delap-llp) - Lake Oswego, OR

- [Maginnis & Carey LLP](https://planprovider.pro/provider/maginnis-and-carey-llp) - Portland, OR

- [Perkins & Company, PC](https://planprovider.pro/provider/perkins-and-company-pc) - Portland, OR

- [Wicks Emmett LLP](https://planprovider.pro/provider/wicks-emmett-llp) - Roseburg, OR

- [Hoffman Stewart & Schmidt PC](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) - Portland, OR

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