# Cascade Corporation 401(k) Plan
Source: https://planprovider.pro/companies/cascade-corporation-401k-plan

> Cascade Corporation's 401(k) plan: 998 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PERKINS & COMPANY, P.C.](https://planprovider.pro/provider/perkins-and-company-pc) — 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|—|—|—|

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