Plan Snapshot
- Plan Sponsor: Cascade Management INC
- Sponsor EIN: 931042095
- Sponsor Address: 9600 SW OAK ST #200, PORTLAND, OR, 97223
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $3.0M | $76,467 | $435,192 |
| 2023 | 176 | $2.9M | $96,925 | $367,356 |
| 2022 | 175 | $2.2M | $92,839 | $331,251 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $33,025 | — | $33,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,025
- Estimated Expense Ratio: 1.091% 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 | $33,025 | $26,512 | — | — | — |
| 2023 | $29,863 | $25,306 | — | — | — |
| 2022 | $26,855 | — | — | — | — |