Plan Snapshot
- Plan Sponsor: Cascade Corporation
- Sponsor EIN: 930136592
- Sponsor Address: 2201 NE 201ST AVENUE, FAIRVIEW, OR, 97024
- Plan Type: 401(k)
- Total Participants: 998
- Total Assets: $205.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 998 | $205.7M | $4.5M | $6.5M |
| 2023 | 1,025 | $184.3M | $4.1M | $6.3M |
| 2022 | 946 | $170.3M | $3.3M | $5.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $71,791 | — | $71,791 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $37,269 | — | $37,269 |
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PERKINS & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,060
- Estimated Expense Ratio: 0.053% 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 | $108,758 | $71,791 | — | — | — |
| 2023 | $101,985 | $69,751 | $1,500 | — | — |
| 2022 | $117,327 | $75,439 | — | — | — |