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Original filing (PDF)20250731180439NAL0007469104001
CASCADE DRILLING LP, AND ITS SUBSIDIARIES
Form 5500
FILING_RECEIVED
CASCADE DRILLING LP AND ITS SUBSIDIARIES 401(K) RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
791
Accounts w/ balance
997
Plan assets (EOY)
$50.8M
Net assets (EOY)
$50.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 217% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE DRILLING LP, AND ITS SUBSIDIARIES.
Plan sponsor
Name
CASCADE DRILLING LP, AND ITS SUBSIDIARIES
EIN
27-0642404
Address
22722 29TH DR SE STE 228 · BOTHELL, WA · 98021
Phone
(425) 547-7396
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $203K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $54K | — |
Investments
30 direct securities · 3 pooled funds· $50.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.1M
30 holdings
Common Collective Trust
$12.7M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS GROWTH EQUITY FUND CL S GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $9.7M | 19.1% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $7.0M | 13.8% | |
| EI FIXED ACCOUNT – SERIES CLASS VI Group Annuity Contract | — | — | — | $4.7M | 9.2% | |
| VANGUARD EQUITY-INCOME ADM Registered Investment Company | — | — | — | $4.6M | 9.1% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $2.4M | 4.8% | |
| PRUDENTIAL CORE PLUS BOND FUND CLAS PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 000 | Common Collective Trust | — | — | $2.4M | 4.7% | |
| maturing through December 2038 - | — | — | — | $1.6M | 3.2% | |
| THE HARTFORD WORLD BOND R5 Registered Investment Company | — | — | — | $1.3M | 2.5% | |
| VANGUARD TARGET RETIREMENT 2035 INV Registered Investment Company | — | — | — | $1.3M | 2.5% | |
| BRANDES INTERNATIONAL EQUITY I Registered Investment Company | — | — | — | $1.2M | 2.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $1.0M | 2.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV Registered Investment Company | — | — | — | $948K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2045 INV Registered Investment Company | — | — | — | $922K | 1.8% | |
| AMERICAN FUNDS EUROPACIFIC GR R5 Registered Investment Company | — | — | — | $886K | 1.7% | |
| PIMCO RAE US SMALL INSTL Registered Investment Company | — | — | — | $800K | 1.6% | |
| VANGUARD INFLATION-PROTECTED SECS ADM Registered Investment Company | — | — | — | $797K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2040 INV Registered Investment Company | — | — | — | $755K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV Registered Investment Company | — | — | — | $741K | 1.5% | |
| CARILLON EAGLE MID CAP GROWTH I Registered Investment Company | — | — | — | $726K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Registered Investment Company | — | — | — | $680K | 1.3% | |
| FIDELITY EMERGING MARKETS INDEX Registered Investment Company | — | — | — | $651K | 1.3% | |
| ALLSPRING GOVERNMENT SECURITIES ADMIN Registered Investment Company | — | — | — | $647K | 1.3% | |
| WASATCH CORE GROWTH CIT A WASATCH INVESTMENTS · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $626K | 1.2% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $622K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV Registered Investment Company | — | — | — | $581K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered Investment Company | — | — | — | $567K | 1.1% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered Investment Company | — | — | — | $535K | 1.1% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 Registered Investment Company | — | — | — | $483K | 1.0% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Registered Investment Company | — | — | — | $441K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2070 INV Registered Investment Company | — | — | — | $105K | 0.2% | |
| VANGUARD TARGET RETIREMENT INCOME INV Registered Investment Company | — | — | — | $16K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV Registered Investment Company | — | — | — | $12K | <0.1% |
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