# Cascade Energy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cascade-energy-inc-plan-001

> Cascade Energy, LLC's 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cascade Energy, LLC

- **Sponsor EIN:** 931124681

- **Sponsor Address:** 630 SW 5TH AVE, PORTLAND, OR, 97204

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

- **Total Participants:** 220

- **Total Assets:** $43.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|220|$43.3M|$749,766|$2.2M|

| 2023|207|$35.8M|$702,805|$2.0M|

| 2022|196|$29.6M|$596,070|$1.6M|

## 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|

| GEFFEN MESHER & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GEFFEN MESHER & COMPANY, P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — Auditor

## 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|$3,437|—|$3,437|—|—|

| 2023|$2,400|—|$2,400|—|—|

| 2022|$1,400|—|$1,400|—|—|

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