Plan Ledger DOL Form 5500 · updated monthly

Cascadia Healthcare401(k)

CASCADIA HEALTHCARE 401(K) PLAN · EAGLE, ID · plan year 2024

Reported admin expense ratio · 2024
1.62%

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

Cascadia Healthcare reported $374,575 in plan administrative expenses for 2024: 1.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 1.26% to 1.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 81st-largest of 349 plans among Idaho employers on file, and the 3,006th of 11,911 in health care & social assistance. active participation has grown from 2,597 to 3,807 since 2022.

Plan summary
Net assets, end of year$26,922,919
Participants with balances4,543
Active participants3,807
Employer contributions$0
Employee contributions$9,318,548
Employer contribution per active participant$0
Average account balance$5,926
Benefits paid to participants$5,214,399
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 4,543 accts
2023$19.4M · 3,804 accts
2022$11.6M · 2,708 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$294,462
Investment management$80,113
Total administrative$374,575
The Cascadia Healthcare 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Cascadia Healthcare'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 · 20242
PHILLIPS & COMPANY ADVISORS LLC · Investment advisory (plan)$80,113

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

Administrative cost history3
2024$374,575 · 1.62%
2023$225,452 · 1.45%
2022$134,159 · 1.26%
Same employer
Similar plansHealth Care & Social Assistance · Idaho
Gem State Radiology LLP ID$36.8M · 0.53%
Full Circle Health, Inc. ID$32.9M · 0.15%
Bmh, Inc. ID$27.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473682192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.