# Cascade Community Healthcare 401(k) Plan
Source: https://planprovider.pro/companies/cascade-community-healthcare-910836093-001

> Cascade Community Healthcare's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cascade Community Healthcare

- **Sponsor EIN:** 910836093

- **Sponsor Address:** 2428 WEST REYNOLDS AVENUE, CENTRALIA, WA, 98531

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 163

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|163|$7.2M|$591,168|$401,887|

| 2023|159|$6.4M|$567,696|$333,036|

| 2022|194|$5.3M|$531,150|$288,700|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AMERICAN UNITED LIFE INSURANCE CO|Other Service Provider|$3,199|$43,446|$46,645|

| LPL FINANCIAL LLC|Other Service Provider|—|$16,925|$16,925|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,570

- **Estimated Expense Ratio:** 0.880% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,600|—|$24,600|—|—|

| 2023|$22,866|—|$22,866|—|—|

| 2022|$18,349|—|$18,349|—|—|

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