# Cascade Lumber Company 401(k) Plan
Source: https://planprovider.pro/companies/cascade-lumber-company-401k-plan

> Cascade Lumber Company's 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/wegner-cpas-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|—|—|—|

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