Plan Snapshot
- Plan Sponsor: Cascadia Senior Living, LLC
- Sponsor EIN: 462174298
- Sponsor Address: 506 N. 40TH AVE., SUITE 100, YAKIMA, WA, 98908
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $3.4M
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 | 371 | $3.4M | $98,000 | $673,415 |
| 2023 | 378 | $2.4M | $63,327 | $418,142 |
| 2022 | 152 | $1.7M | $53,512 | $339,872 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLIC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLIC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,624 | — | $2,274 | — | — |
| 2023 | $27,174 | $3,320 | — | — | — |
| 2022 | $12,307 | — | — | — | — |