Cascade Management Services, Inc.'s EIN is 34-1928884.
Download the official 2022 Form 5500 (PDF) for Cascade Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Cascade Management Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | STRONGSVILLE, OH | INVESTMENT ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.2M | 92.4% | |
| [Assets held in participant loans] | Other | — | — | $36K | 0.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $17K | 0.4% |
