Plan Ledger DOL Form 5500 · updated monthly

Willamette Community Health Solutions D/B/A Cascade Health401(k)

CASCADE HEALTH 401(K) RETIREMENT PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Willamette Community Health Solutions D/B/A Cascade Health reported $78,624 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,498 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 0.44% to 0.48%. 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 400th-largest of 1,021 plans among Oregon employers on file, and the 4,167th of 11,911 in health care & social assistance. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 221 to 253 since 2022.

Plan summary
Net assets, end of year$16,754,954
Participants with balances283
Active participants253
Employer contributions$379,020
Employee contributions$1,046,841
Employer contribution per active participant$1,498
Average account balance$59,205
Benefits paid to participants$2,883,260
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 283 accts · $379K emplr
2023$15.7M · 277 accts · $364K emplr
2022$13.0M · 278 accts · $338K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,603
Investment management$49,021
Total administrative$78,624
The Willamette Community Health Solutions D/B/A Cascade Health 401(k) match · 2024
Employer contribution per active participant$1,498
Median for plans this size$2,416
2024$1,498 per active participant
2023$1,695 per active participant
2022$1,531 per active participant

Willamette Community Health Solutions D/B/A Cascade Health's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SITTNER & NELSON LLC · Investment advisory (plan)$40,684
EMPOWER ADVISORY GROUP, LLC · Investment management$8,337

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$78,624 · 0.48%
2023$65,738 · 0.46%
2022$64,317 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Neighborhood Health Center OR$17.5M · 0.49%
Oregon Food Bank OR$17.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930421470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.