Plan Ledger DOL Form 5500 · updated monthly

Cascade Connections401(k)

CASCADE CONNECTIONS 401(K) PLAN · FERNDALE, WA · plan year 2024

Reported admin expense ratio · 2024
0.75%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Cascade Connections reported $27,317 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $575 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,419th of 1,714), and 8,496th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,079,502
Participants with balances148
Active participants344
Employer contributions$197,769
Employee contributions$287,139
Employer contribution per active participant$575
Average account balance$27,564
Benefits paid to participants$87,375
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 148 accts · $198K emplr
2022$2.6M · 91 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,339
Investment management$18,897
Trustee / custodial$2,081
Total administrative$27,317
The Cascade Connections 401(k) match · 2024
Employer contribution per active participant$575
Median for plans this size$1,313
2024$575 per active participant
2022$663 per active participant

Cascade Connections's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN NORTHWEST ADVISORY SERVICE · Investment advisory (plan)$18,897

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$27,317 · 0.75%
2022$20,632 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Blackfly Investments, LLC WA$4.3M · 0.58%
Farestart WA$4.2M · 0.53%
Multi-Service Center WA$4.1M · 0.02%
Youth Care, Inc. WA$4.1M · 1.06%
Housing Hope WA$3.9M · 0.03%
Keiro Northwest WA$3.7M · 0.86%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911017868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.