Plan Snapshot
- Plan Sponsor: Cascade Dafo, INC
- Sponsor EIN: 911827623
- Sponsor Address: 1360 SUNSET AVE, FERNDALE, WA, 98248
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 301 | $30.3M | $1.2M | $1.4M |
| 2023 | 282 | $26.2M | $1.1M | $1.3M |
| 2022 | 292 | $21.5M | $1.0M | $1.3M |
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 |
|---|---|---|---|---|
| LARSON GROSS ASSURANCE PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,317 | $52,054 | — | — | — |
| 2023 | $74,209 | $49,757 | — | — | — |
| 2022 | $71,794 | $7,362 | — | — | — |