Plan Snapshot
- Plan Sponsor: Cascade Lumber Company
- Sponsor EIN: 420935093
- Sponsor Address: P.O. BOX 220, CASCADE, IA, 52033
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $33.7M
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 | 240 | $33.7M | $683,690 | $1.0M |
| 2023 | 218 | $28.7M | $703,344 | $1.0M |
| 2022 | 248 | $24.2M | $680,647 | $959,590 |
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 |
|---|---|---|---|---|
| DUBUQUE BANK & TRUST | NONE | $59,924 | — | $59,924 |
| JULY BUSINESS SERVICES LLC | RECORDKEEPER | $36,042 | — | $36,042 |
| EIDE BAILLY LLP | NONE | $11,550 | — | $11,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — RECORDKEEPER
- EIDE BAILLY LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,516
- Estimated Expense Ratio: 0.319% 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 | $108,811 | $59,924 | $11,481 | — | — |
| 2023 | $101,537 | $24,897 | $65,779 | $10,500 | — |
| 2022 | $98,107 | $98,107 | — | — | — |