Plan Ledger DOL Form 5500 · updated monthly

Cascade Energy, Inc.401(k)

CASCADE ENERGY, INC. 401(K) PROFIT SHARING PLAN & TRUST · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Cascade Energy, Inc. reported $3,437 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,408 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 rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 205th-largest of 1,021 plans among Oregon employers on file, and the 3,104th of 11,654 in professional & technical services. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 196 to 220 since 2022.

Plan summary
Net assets, end of year$43,294,184
Participants with balances278
Active participants220
Employer contributions$749,766
Employee contributions$2,162,381
Employer contribution per active participant$3,408
Average account balance$155,734
Benefits paid to participants$1,514,313
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 278 accts · $750K emplr
2023$35.8M · 281 accts · $703K emplr
2022$29.6M · 262 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,437
Total administrative$3,437
The Cascade Energy, Inc. 401(k) match · 2024
Employer contribution per active participant$3,408
Median for plans this size$2,416
2024$3,408 per active participant
2023$3,395 per active participant
2022$3,041 per active participant

Cascade Energy, 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,437

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,437 · 0.01%
2023$2,400 · 0.01%
2022$1,400 · 0.00%
All plans at this employer2
CASCADE ENERGY, INC. 401(K) PROFIT SHARING PLAN & TRUST401(k)
CASCADE ENERGY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 931124681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.