# Cascade Senior Living Services 401(k) Plan
Source: https://planprovider.pro/companies/cascade-senior-living-services-813753250-001

> Cascade Senior Living Services's 401(k) plan: 200 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cascade Senior Living Services

- **Sponsor EIN:** 813753250

- **Sponsor Address:** 11939 NW PIONEER RD., SEABECK, WA, 983809008

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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|121|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$15,297|—|$15,297|

| LPL FINANCIAL|Investment Advisor|$6,384|—|$6,384|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,681

- **Estimated Expense Ratio:** 1.107% 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|

| 2025|$120,468|$23,545|—|—|—|

| 2024|$20,226|$20,226|—|—|—|

| 2023|$120,987|—|—|—|—|

| 2022|$305|—|—|—|—|

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