Plan Ledger DOL Form 5500 · updated monthly

Cascade Services, Inc.401(k)

CASCADE SERVICES, INC. 401(K) PLAN · OREM, UT · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

Cascade Services, Inc. reported $9,850 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,353 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 has held roughly steady near 0.186%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Utah (554th of 848), and 2,078th of 3,341 in other services. In 2023, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 138 to 199 since 2022.

Plan summary
Net assets, end of year$6,524,709
Participants with balances202
Active participants199
Employer contributions$468,207
Employee contributions$746,566
Employer contribution per active participant$2,353
Average account balance$32,301
Benefits paid to participants$278,855
Plan auditUnmodified (clean) audit opinion
AuditorHBME, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$6.5M · 202 accts · $468K emplr
2022$4.1M · 131 accts · $291K emplr
The Cascade Services, Inc. 401(k) match · 2023
Employer contribution per active participant$2,353
Median for plans this size$1,308
2023$2,353 per active participant
2022$2,108 per active participant

Cascade Services, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$9,850 · 0.19%
2022$7,765 · 0.19%
Same employer
Similar plansOther Services · Utah
Lube Management Corp UT$11.1M · 0.02%
Action Target, Inc. UT$10.8M · 0.70%
Turn Community Services UT$9.7M · 0.66%
Odyssey House of Utah UT$7.6M · 1.00%
Utah's Promise UT$4.6M · 0.91%
First Step House UT$2.7M · 0.02%
Griffin Enterprises L.C. UT$1.5M · 8.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870673582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.