# Cascadia Capital Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cascadia-capital-holdings-llc-401k-plan

> Cascadia Capital Holdings, LLC&#39;s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$11.9M|$0|$1.5M|

| 2023|90|$9.3M|$0|$1.3M|

| 2022|80|$7.5M|$0|$1.1M|

## Similar Plans

- [Martin Nelson & Co., INC.](https://planprovider.pro/companies/martin-nelson-co-inc-plan) — 7 participants

- [Greysam INC](https://planprovider.pro/companies/greysam-inc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cascadia-capital-holdings-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
