# Cascade Die Casting Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cascade-die-casting-group-inc-382628089-003

> Cascade Die Casting Group, INC.&#39;s 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cascade Die Casting Group, INC.

- **Sponsor EIN:** 382628089

- **Sponsor Address:** 7441 S. DIVISION, SUITE A1, GRAND RAPIDS, MI, 49548

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

- **Plan Number:** 003

- **Total Participants:** 322

- **Total Assets:** $11.1M

## 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|322|$11.1M|$277,459|$1.0M|

| 2023|371|$9.5M|$228,217|$1.1M|

| 2022|424|$8.5M|$117,947|$1.1M|

## 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|

| LINCOLN NATIONAL CORPORATION|Recordkeeper|$36,499|—|$36,499|

| ROCKEFELLER FINANCIAL LLC|Investment Advisor|$24,064|—|$24,064|

| DOEREN MAYHEW ASSURANCE|Auditor|$11,300|—|$11,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,863

- **Estimated Expense Ratio:** 0.648% 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|$71,862|$24,063|$36,499|$11,300|—|

| 2023|$33,167|$1,000|$32,167|—|—|

| 2022|$35,786|—|$27,286|—|$8,500|

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