Cascadia Capital Holdings, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cascadia Capital Holdings, LLC
  • Sponsor EIN: 911954823
  • Sponsor Address: 701 5TH AVE, SEATTLE, WA, 98104
  • Plan Type: 401(k)
  • Total Participants: 103
  • Total Assets: $11.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024103$11.9M$0$1.5M
202390$9.3M$0$1.3M
202280$7.5M$0$1.1M

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