Plan Snapshot
- Plan Sponsor: Cascade Senior Living Services
- Sponsor EIN: 813753250
- Sponsor Address: 11939 NW PIONEER RD., SEABECK, WA, 983809008
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $2.0M
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. |
|---|---|---|---|---|
| 2025 | 200 | $2.0M | $0 | $0 |
| 2024 | 140 | $1.4M | $102,080 | $232,556 |
| 2023 | 129 | $1.0M | $99,492 | $199,533 |
| 2022 | 3 | $57,483 | $8,269 | $11,077 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $23,545 | $23,545 | — | — | — |
| 2024 | $20,226 | $20,226 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |