Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cascade Pension Trust Money
- Sponsor EIN: 936105946
- Sponsor Address: 5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 2,271
- Total Assets: $425.3M
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 | 2,271 | $425.3M | $17.8M | $0 |
| 2023 | 2,355 | $374.6M | $15.6M | $0 |
| 2022 | 2,092 | $331.5M | $14.8M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $16,148 | — | $16,148 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,148
- Estimated Expense Ratio: 0.004% 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 | $801,472 | $277,620 | $105,492 | $16,148 | — |
| 2023 | $724,429 | $235,545 | $136,487 | $21,411 | — |
| 2022 | $636,832 | $229,508 | $121,740 | — | $68,484 |