Plan Snapshot
- Plan Sponsor: Cascade Wood Products, INC.
- Sponsor EIN: 930718474
- Sponsor Address: 8399 14TH STREET, WHITE CITY, OR, 97503
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $10.9M
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 | 106 | $10.9M | $0 | $235,058 |
| 2023 | 110 | $10.7M | $0 | $229,907 |
| 2022 | 120 | $10.1M | $0 | $244,924 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | OTHER FEES | $24,970 | — | $24,970 |
| ALERA INVESTMENT ADVISORS | OTHER | — | $10,909 | $10,909 |
| BASHAR & JOHNSON P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,879
- Estimated Expense Ratio: 0.329% 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 | $24,970 | — | $24,970 | — | — |
| 2023 | $1,329 | — | $704 | — | — |
| 2022 | $896 | — | $896 | — | — |