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Original filing (PDF)20250515155933NAL0029274640001
CASCADE ENGINEERING, INC.
Form 5500
FILING_RECEIVED
CASCADE ENGINEERING, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
387
Accounts w/ balance
681
Plan assets (EOY)
$61.9M
Net assets (EOY)
$61.9M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 65% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE ENGINEERING, INC..
Plan sponsor
Name
CASCADE ENGINEERING, INC.
EIN
38-2035180
Address
5175 36TH STREET SE · GRAND RAPIDS, MI · 495122085
Phone
(616) 975-4851
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-05-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES | 34-1542819 | — | INVESTMENT ADVISORY | $60K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT | $0 | — |
Investments
2 pooled funds· $17.1M(28% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SIA-P5 SAGIC DIVERSIDED BOND II MASSACHUSETTS MUTUAL LIFE INSURANC · EIN 90-0342299 / PN 209 | Pooled Separate Account | $14.2M | 22.9% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $2.9M | 4.7% |
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