Cassidy Bayou Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cassidy Bayou Partners, LLC
  • Sponsor EIN: 931095304
  • Sponsor Address: 1475 NE 3RD ST, PRINEVILLE, OR, 977542905
  • Plan Type: 401(k)
  • Total Participants: 69
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202469$1.5M$60,838$85,985
202354$1.3M$50,977$79,622
202246$1.2M$43,540$76,027

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