Dianna Stephens signed Cascade Engineering, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cascade Engineering, Inc.'s EIN is 38-2035180.
Download the official 2023 Form 5500 (PDF) for Cascade Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cascade Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES | 34-1542819 | — | INVESTMENT ADVISORY | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Massachusetts Mutual Life Insurance Company MassMutual SAGIC Diversified II Fund | Guaranteed Income / GIC | — | — | $14.2M | 22.9% | |
| SIA-P5 SAGIC DIVERSIDED BOND II MASSACHUSETTS MUTUAL LIFE INSURANC · EIN 90-0342299 / PN 209 | Pooled Separate Account | — | — | $14.2M | 22.9% | |
| PGIM Investments, LLC PGIM Total Ret Bond R6 Fund | Mutual Funds | — | — | $9.8M | 15.8% | |
| Charles Schwab Investment Mgmt Inc Schwab Fund US Lrg Cmp Indx FD | Mutual Funds | — | — | $5.6M | 9.0% | |
| Capital Research and Mgmt Co American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $4.6M | 7.4% | |
| Capital Research and Mgmt Co American Funds Cap Wld Growth and In R6 Fund | Mutual Funds | — | — | $4.2M | 6.9% | |
| Capital Research and Mgmt Co American Funds Growth Fund of America R6 Fund | Mutual Funds | — | — | $3.8M | 6.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.9M | 4.7% | |
| Franklin Advisers, Inc Franklin Growth Fund R6 | Mutual Funds | — | — | $2.9M | 4.6% | |
| Dimensional Fund Advisors DFA US Lg Cp Eq Port Instl Fd | Mutual Funds | — | — | $2.8M | 4.5% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $1.8M | 2.9% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Other securities | — | — | $1.8M | 2.9% | |
| Vanguard Group Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $1.7M | 2.8% | |
| JP Morgan Investment Mgmt Inc JP Morgan Small Cap Value R6 Fund | Common Stocks | — | — | $1.6M | 2.5% | |
| Janus Henderson Janus Henderson Bal N Fund | Mutual Funds | — | — | $1.4M | 2.2% | |
| PGIM Investments, LLC PGIM Jennison Md Cap Growth R6 Fund | Other securities | — | — | $1.3M | 2.1% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fund | Mutual Funds | — | — | $1.1M | 1.8% | |
| JP Morgan Investment Mgmt Inc JP Morgan Global Bond Opportunity R6 Fund | Common Stocks | — | — | $449K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT | $0 | — |
