Plan Ledger DOL Form 5500 · updated monthly

Cascade Dafo, Inc401(k)

CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN · FERNDALE, WA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Cascade Dafo, Inc reported $80,317 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,868 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 525th-largest of 1,714 plans among Washington employers on file, and the 4,451st of 13,661 in manufacturing. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,301,531
Participants with balances342
Active participants301
Employer contributions$1,164,310
Employee contributions$1,401,154
Employer contribution per active participant$3,868
Average account balance$88,601
Benefits paid to participants$1,589,949
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 342 accts · $1.2M emplr
2023$26.2M · 327 accts · $1.1M emplr
2022$21.5M · 332 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,263
Investment management$52,054
Total administrative$80,317
The Cascade Dafo, Inc 401(k) match · 2024
Employer contribution per active participant$3,868
Median for plans this size$2,416
2024$3,868 per active participant
2023$3,987 per active participant
2022$3,502 per active participant

Cascade Dafo, Inc's 2024 employer contribution ran above the $2,416 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 · 20243
USI ADVISORS INC · Investment advisory (plan)$40,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,054

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$80,317 · 0.28%
2023$74,209 · 0.31%
2022$71,794 · 0.31%
Same employer
Similar plansManufacturing · Washington
Qumulo, Inc. WA$32.1M · 0.11%
Scafco Corporation WA$31.9M · 0.18%
Great Western Malting Co. WA$31.2M · 0.45%
Mackay Manufacturing, Inc. WA$30.8M · 0.23%
The Neil Jones Food Company WA$29.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911827623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.