Spencer Schultze signed Cascade Die Casting Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cascade Die Casting Group, Inc.'s EIN is 38-2628089.
Download the official 2024 Form 5500 (PDF) for Cascade Die Casting Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cascade Die Casting Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 82-3226180 | — | ADVISORY | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.8M | 16.0% | |
| iShares S&P 500 Index Class K | Common Collective Trusts | — | — | $1.7M | 15.5% | |
| JP Morgan Core Bond Class R3 | Other securities | — | — | $1.7M | 14.9% | |
| Janus Henderson Overseas Class A | Mutual Funds | — | — | $1.2M | 10.8% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $996K | 9.0% | |
| Pimco Real Return Institutional Class | Mutual Funds | — | — | $836K | 7.5% | |
| Macquarie Emerging Markets | Other securities | — | — | $604K | 5.5% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $479K | 4.3% | |
| Carillon Eagle Mid Cap Growth Class A | Other securities | — | — | $363K | 3.3% | |
| Principal Real Estate Securities Class R6 | Other securities | — | — | $291K | 2.6% | |
| Columbia Small Cap Value I Class A | Other securities | — | — | $280K | 2.5% | |
| Blackrock High Yield Institutional Shares | Other securities | — | — | $234K | 2.1% | |
| Clearbridge Appreciation Class A | Other securities | — | — | $220K | 2.0% | |
| Van Eck Cm Commodity Index Class I | Other securities | — | — | $198K | 1.8% | |
| MFS Massachusetts Investors Growth Stock Class A | Mutual Funds | — | — | $180K | 1.6% | |
| Invesco Discovery Class A | Mutual Funds | — | — | $66K | 0.6% |
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 |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-1337372 | — | AUDITOR | $11K | — |
