Plan Ledger DOL Form 5500 · updated monthly

Cascadia Senior Living, LLC401(k)

CASCADIA SENIOR LIVING, LLC 401(K) PROFIT SHARING PLAN · YAKIMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Cascadia Senior Living, LLC reported $2,624 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $264 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 fell from 0.77% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,472nd of 1,714), and 8,991st of 11,911 in health care & social assistance. In 2024, employees put in $6.87 for every $1.00 the employer contributed; active participation has grown from 152 to 371 since 2022.

Plan summary
Net assets, end of year$3,371,164
Participants with balances551
Active participants371
Employer contributions$98,000
Employee contributions$673,415
Employer contribution per active participant$264
Average account balance$6,118
Benefits paid to participants$171,836
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA, PLIC
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 551 accts · $98K emplr
2023$2.4M · 360 accts · $63K emplr
2022$1.7M · 289 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,274
Total administrative$2,624
The Cascadia Senior Living, LLC 401(k) match · 2024
Employer contribution per active participant$264
Median for plans this size$1,313
2024$264 per active participant
2023$168 per active participant
2022$352 per active participant

Cascadia Senior Living, LLC'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.

Administrative cost history3
2024$2,624 · 0.09%
2023$27,174 · 1.33%
2022$12,307 · 0.77%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Housing Hope WA$3.9M · 0.03%
Keiro Northwest WA$3.7M · 0.86%
The Ashley House WA$3.3M · 1.02%
Life Works WA$2.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462174298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.