Back to filter
Original filing (PDF)20251209134627NAL0003170499001
CASCADE MANAGEMENT SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
CASCADE MANAGEMENT SERVICES, INC. 401(K) RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 2
Late filing · 0.8 moNo auditor on file
Active participants
157
Accounts w/ balance
59
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
71
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
57
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 0.8 months past the 10.5-month grace window.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE MANAGEMENT SERVICES, INC..
Plan sponsor
Name
CASCADE MANAGEMENT SERVICES, INC.
EIN
34-1867706
Address
816 NORTH MAIN STREET · WELLINGTON, OH · 44090
Phone
(440) 647-5585
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee 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
2025-12-09
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Supermarkets & Other Grocery Stores plans
MICHOACANA MARKETING SERVICES, LLC
LA MICHOACANA MEAT MARKET 401(K) PLAN
$5.7M · 2,026 participants
T & W SUPERMARKET, INC.
NILSSEN'S SUPERVALU 401(K) PLAN
$5.7M · 143 participants
TRUSTEES OF UFCW UNION & EMPLOYERS CALUMET REGION INSURANCE FUND
U.F.C.W. UNION AND EMPLOYERS CALUMET REGION INSURANCE FUND
$5.8M · 327 participants
KIRBY FOODS, INC.
KIRBY FOODS, INC. 401(K) PLAN
$5.8M · 398 participants
ROLAND PARK VICTORS MARKET, INC.
ROLAND PARK VICTOR'S MARKET, INC. 401(K) PLAN
$5.7M · 150 participants
SUNGLEAM INC
SUNGLEAM INC 401(K) PROFIT SHARING PLAN & TRUST
$5.6M · 21 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants