Cascade Engineering, Inc. Retirement Plan
Sponsored by Cascade Engineering, Inc. · EIN 382035180 · Plan #333
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 394
- With balances
- 656
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $96,380 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Direct payment from the plan | $56,235 |
| Bdo | Accounting, Other fees | $16,738 |