# Cascade Wood Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cascade-wood-products-inc-401k-plan

> Cascade Wood Products, INC.&#39;s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alera-investment-advisors-llc) — 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|—|—|

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