Plan Ledger DOL Form 5500 · updated monthly

Cascade Living Group, Inc.401(k)

CASCADE LIVING GROUP, INC. 401(K) PLAN · BOTHELL, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Cascade Living Group, Inc. reported $5,250 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $327 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 0.09% to 0.14%. 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 (1,385th of 1,714), and 8,199th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 966 to 1,201 since 2022.

Plan summary
Net assets, end of year$4,532,287
Participants with balances225
Active participants1,201
Employer contributions$392,293
Employee contributions$795,648
Employer contribution per active participant$327
Average account balance$20,143
Benefits paid to participants$473,677
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 225 accts · $392K emplr
2023$3.2M · 184 accts
2022$2.7M · 168 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,250
Total administrative$5,250
The Cascade Living Group, Inc. 401(k) match · 2024
Employer contribution per active participant$327
Median for plans this size$1,313

Cascade Living Group, Inc.'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
JOHN HANCOCK USA · Recordkeeping · Investment management$1,450

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$5,250 · 0.14%
2023$5,410 · 0.18%
2022$2,700 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Excelsior Wellness WA$5.1M · 0.40%
Family Health Centers WA$5.0M · 0.89%
Skilskin WA$4.8M · 1.83%
Community Living WA$4.6M · 0.88%
Lifelong-Health for All WA$4.3M · 0.45%
Smiles Dental Group, PC WA$4.3M · 0.92%
Blackfly Investments, LLC WA$4.3M · 0.58%
Farestart WA$4.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208335076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.