Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cascade Pension Trust 401(K)Plan
- Sponsor EIN: 936105946
- Sponsor Address: 5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $69.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 467 | $69.7M | $3.4M | $140,755 |
| 2023 | 494 | $58.8M | $0 | $3.2M |
| 2022 | 486 | $50.1M | $0 | $3.8M |
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 | $8,726 | — | $8,726 |
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: $8,726
- Estimated Expense Ratio: 0.013% 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 | $85,127 | $26,438 | $13,236 | $8,726 | — |
| 2023 | $74,058 | $24,080 | $13,953 | $2,189 | — |
| 2022 | $94,804 | $34,167 | $18,123 | — | $10,195 |