Plan Ledger DOL Form 5500 · updated monthly

Cascade Corporation401(k)

CASCADE CORPORATION SAVINGS AND INVESTMENT PLAN · FAIRVIEW, OR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Cascade Corporation reported $108,758 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,500 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 2 years on file its reported administrative ratio fell from 0.064% to 0.056%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 57th-largest of 1,021 plans among Oregon employers on file, and the 1,138th of 13,661 in manufacturing. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$205,712,730
Participants with balances1,286
Active participants998
Employer contributions$4,490,767
Employee contributions$6,492,438
Employer contribution per active participant$4,500
Average account balance$159,963
Benefits paid to participants$17,420,207
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$205.7M · 1,286 accts · $4.5M emplr
2023$184.3M · 1,273 accts · $4.1M emplr
2022$170.3M · 1,203 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,967
Investment management$71,791
Total administrative$108,758
The Cascade Corporation 401(k) match · 2024
Employer contribution per active participant$4,500
Median for plans this size$3,635
2024$4,500 per active participant
2023$4,044 per active participant
2022$3,472 per active participant

Cascade Corporation's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$71,791
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,269

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

Administrative cost history3
2024$108,758 · 0.06%
2023$101,985 · 0.06%
2022$117,327 · 0.06%
Same employer
Similar plansManufacturing · Oregon
Oregon Tool, Inc. OR$254.4M · 0.03%
A-Dec, Inc. OR$248.7M · 0.07%
Roseburg Forest Products Co. OR$223.8M · 0.16%
Siltronic Corporation OR$161.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930136592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.