Plan Ledger DOL Form 5500 · updated monthly

Cascade Senior Living Services401(k)

CASCADE SENIOR LIVING SERVICES 401(K) PLAN · SEABECK, WA · plan year 2025

Reported admin expense ratio · 2025
1.40%

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

Cascade Senior Living Services reported $23,545 in plan administrative expenses for 2025: 1.40% of average plan assets, higher than ~90% of peers. Employer contributions averaged $747 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 1 year on file its reported administrative ratio fell from 1.66% to 1.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,575th of 1,714), and 10,090th of 11,911 in health care & social assistance. In 2025, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,958,990
Participants with balances147
Active participants169
Employer contributions$126,191
Employee contributions$293,014
Employer contribution per active participant$747
Average account balance$13,326
Benefits paid to participants$96,923
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$2.0M · 147 accts · $126K emplr
2024$1.4M · 127 accts · $102K emplr
Administrative expenses, itemized · 2025
Investment management$23,545
Total administrative$23,545
The Cascade Senior Living Services 401(k) match · 2025
Employer contribution per active participant$747
Median for plans this size$1,464
2025$747 per active participant
2024$729 per active participant

Cascade Senior Living Services's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
LPL FINANCIAL · Investment advisory (plan)$6,384
HUNNEX AND SHOEMAKER INC · Contract administrator$2,384
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$220

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

Administrative cost history2
2025$23,545 · 1.40%
2024$20,226 · 1.66%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Compass Housing Alliance WA$1.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813753250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.