Plan Ledger DOL Form 5500 · updated monthly

Cascade Lumber Company401(k)

CASCADE LUMBER COMPANY 401(K) PLAN · CASCADE, IA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Cascade Lumber Company reported $108,811 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,849 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 0.37% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 268th-largest of 878 plans among Iowa employers on file, and the 1,223rd of 4,246 in wholesale trade. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,657,515
Participants with balances229
Active participants240
Employer contributions$683,690
Employee contributions$1,022,627
Employer contribution per active participant$2,849
Average account balance$146,976
Benefits paid to participants$1,249,179
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 229 accts · $684K emplr
2023$28.7M · 245 accts · $703K emplr
2022$24.2M · 242 accts · $681K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,523
Investment management$59,924
Trustee / custodial$4
Total administrative$108,811
The Cascade Lumber Company 401(k) match · 2024
Employer contribution per active participant$2,849
Median for plans this size$2,416
2024$2,849 per active participant
2023$3,226 per active participant
2022$2,745 per active participant

Cascade Lumber Company'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
DUBUQUE BANK & TRUST · Recordkeeping · Trustee$59,924
JULY BUSINESS SERVICES LLC · Contract administrator$36,042
EIDE BAILLY LLP · Accounting / audit$11,550

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

Recordkeeper by year2
2024DUBUQUE BANK & TRUST
2023DUBUQUE BANK & TRUST

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

Administrative cost history3
2024$108,811 · 0.35%
2023$101,537 · 0.38%
2022$98,107 · 0.37%
Same employer
Similar plansWholesale Trade · Iowa
Schimberg Co. IA$41.8M · 0.22%
Doll Distributing LLC IA$41.3M · 0.29%
Seneca Companies, Inc. IA$37.1M · 0.33%
K.C. Nielsen LTD IA$34.0M · 0.32%
Eldon C. Stutsman, Inc. IA$31.7M · 0.37%
7G Distributing, LLC IA$30.5M · 0.46%
Trioak Foods, LLC IA$29.7M · 0.28%
Excell Marketing, L.C. IA$29.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420935093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.