Plan Ledger DOL Form 5500 · updated monthly

Cascade West Title Company, LLC dba Cw Title401(k)

CASCADE WEST TITLE COMPANY, LLC DBA CW TITLE 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Cascade West Title Company, LLC dba Cw Title reported $35,233 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $912 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 0.12% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Washington (1,008th of 1,714), and 3,870th of 4,798 in finance & insurance. In 2024, employees put in $5.00 for every $1.00 the employer contributed; active participation has grown from 161 to 225 since 2022.

Plan summary
Net assets, end of year$11,248,357
Participants with balances190
Active participants225
Employer contributions$205,261
Employee contributions$1,026,393
Employer contribution per active participant$912
Average account balance$59,202
Benefits paid to participants$1,056,212
Plan auditUnmodified (clean) audit opinion
AuditorHELLAM VARON & CO., INC., P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 190 accts · $205K emplr
2023$9.0M · 139 accts · $152K emplr
2022$8.2M · 151 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,839
Investment management$20,000
Trustee / custodial$3,394
Total administrative$35,233
The Cascade West Title Company, LLC dba Cw Title 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$2,416
2024$912 per active participant
2023$1,010 per active participant
2022$1,146 per active participant

Cascade West Title Company, LLC dba Cw Title's 2024 employer contribution ran below the $2,416 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 · 20244
USI CONSULTING GROUP · Recordkeeping · Loan processing$11,839
USI ADVISORS, INC. · Investment advisory (participants)$20,000
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)$3,394
CHARLES SCHWAB & CO., INC. · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$35,233 · 0.35%
2023$33,775 · 0.39%
2022$9,986 · 0.12%
Same employer
Similar plansFinance & Insurance · Washington
O Bee Credit Union WA$13.9M · 0.07%
Penrith Home Loans LLC WA$12.3M · 0.29%
Trexie Management, LLC WA$11.3M · 0.05%
Savi Financial Corporation WA$10.0M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542029762 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.