Plan Snapshot
- Plan Sponsor: Cascadia Capital Holdings, LLC
- Sponsor EIN: 911954823
- Sponsor Address: 920 5TH AVENUE, SUITE 1500, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 152
- Total Assets: $15.3M
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 | 152 | $15.3M | $0 | $0 |
| 2024 | 103 | $11.9M | $0 | $1.5M |
| 2023 | 90 | $9.3M | $0 | $1.3M |
| 2022 | 80 | $7.5M | $0 | $1.1M |