# Cascade Health DB Plan
Source: https://planprovider.pro/companies/cascade-health-plan

> Cascade Health's DB plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cascade Health

- **Sponsor EIN:** 930421470

- **Sponsor Address:** 2650 SUZANNE WAY, STE 200, EUGENE, OR, 97408

- **Plan Type:** DB

- **Total Participants:** 82

- **Total Assets:** $27.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|82|$27.8M|$951,489|$0|

| 2023|98|$32.6M|$328,906|$0|

| 2022|111|$31.3M|$0|$0|

## 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|

| JONES & ROTH, P.C.|Auditor|$20,550|—|$20,550|

### Verified Provider Profiles

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

- [JONES & ROTH, P.C.](https://planprovider.pro/provider/jones-and-roth-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,550

- **Estimated Expense Ratio:** 0.074% 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|$626,754|$169,591|—|$20,550|—|

| 2023|$581,907|$163,820|—|$19,200|—|

| 2022|$741,106|$225,895|—|—|$58,392|

## Similar Plans

- [Columbia Memorial Hospital](https://planprovider.pro/companies/columbia-memorial-hospital-plan-001-3856) — 37 participants

- [Good Samaritan Hospital Corvallis](https://planprovider.pro/companies/good-samaritan-hospital-corvallis-plan) — 133 participants

- [Asante](https://planprovider.pro/companies/asante-plan-003) — 22 participants

- [Tuality Healthcare](https://planprovider.pro/companies/tuality-healthcare-plan-001) — 198 participants

- [Tuality Healthcare](https://planprovider.pro/companies/tuality-healthcare-plan-003) — 461 participants

- [Santiam Memorial Hospital](https://planprovider.pro/companies/santiam-memorial-hospital-401k-plan) — 597 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cascade-health-plan)

© 2026 PlanProvider.Pro