Plan Ledger DOL Form 5500 · updated monthly

Cascade Management Inc401(k)

CASCADE MANAGEMENT, INC 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Cascade Management Inc reported $33,025 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $484 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 3 years on file its reported administrative ratio has held roughly steady near 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Oregon (852nd of 1,021), and 1,724th of 2,096 in real estate & leasing. In 2024, employees put in $5.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,027,572
Participants with balances209
Active participants158
Employer contributions$76,467
Employee contributions$435,192
Employer contribution per active participant$484
Average account balance$14,486
Benefits paid to participants$607,862
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 209 accts · $76K emplr
2023$2.9M · 222 accts · $97K emplr
2022$2.2M · 215 accts · $93K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,513
Investment management$26,512
Total administrative$33,025
The Cascade Management Inc 401(k) match · 2024
Employer contribution per active participant$484
Median for plans this size$1,313
2024$484 per active participant
2023$551 per active participant
2022$531 per active participant

Cascade Management 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
ADP, INC. · Loan processing · Recordkeeping$33,025

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$33,025 · 1.12%
2023$29,863 · 1.17%
2022$26,855 · 1.17%
Same employer
Similar plansReal Estate & Leasing · Oregon
Nfn Investments, LLC OR$3.0M · 1.21%
Human Solutions, Inc. OR$2.5M · 0.31%
Norris & Stevens Inc. OR$2.0M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931042095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.