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Original filing (PDF)20251230094333NAL0044346242001
CASCADE LIVING GROUP, INC.
Form 5500
FILING_RECEIVED
CASCADE LIVING GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.5 mo62% in single holding
Active participants
1,201
Accounts w/ balance
225
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
31 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
94
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- Top holding "s * John Hancock JH Multimanager Balanced LS" is 62% of plan.
- Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE LIVING GROUP, INC..
Plan sponsor
Name
CASCADE LIVING GROUP, INC.
EIN
20-8335076
Address
19119 NORTH CREEK PARKWAY · STE 102 · BOTHELL, WA · 980118023
Phone
(425) 408-9141
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
DEFINITI
EIN
85-0833363
City
ERIE, PA
Phone
(800) 882-4026
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
Investments
1 direct security · 31 pooled funds· $4.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$4.5M
31 holdings
Uncategorized
$13K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.8M | 62.5% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $531K | 11.7% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $398K | 8.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 5.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151K | 3.3% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $120K | 2.7% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 1.0% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.8% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.8% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.7% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.3% | |
| John Hancock T. Rowe Price New Era Fund 43 * John Hancock International Growth Fund | — | — | — | $13K | 0.3% | |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $468 | <0.1% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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