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Original filing (PDF)20260128081559NAL0002318499001
CASCADE DIE CASTING GROUP, INC.
Form 5500
FILING_RECEIVED
CASCADE DIE CASTING GROUP EMPLOYEES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
322
Accounts w/ balance
427
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE DIE CASTING GROUP, INC..
Plan sponsor
Name
CASCADE DIE CASTING GROUP, INC.
EIN
38-2628089
Address
7441 S. DIVISION, SUITE A1 · GRAND RAPIDS, MI · 49548
Phone
(616) 281-1660
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-28
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)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 82-3226180 | — | ADVISORY | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-1337372 | — | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $36K | — |
Investments
15 direct securities· $9.3M(84% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Class K | — | — | — | $1.7M | 15.5% | |
| JP Morgan Core Bond Class R3 | — | — | — | $1.7M | 14.9% | |
| Janus Henderson Overseas Class A | — | — | — | $1.2M | 10.8% | |
| Putnam Large Cap Value | — | — | — | $996K | 9.0% | |
| Pimco Real Return Institutional Class | — | — | — | $836K | 7.5% | |
| Macquarie Emerging Markets | — | — | — | $604K | 5.5% | |
| Allspring Special Mid Cap Value | — | — | — | $479K | 4.3% | |
| Carillon Eagle Mid Cap Growth Class A | — | — | — | $363K | 3.3% | |
| Principal Real Estate Securities Class R6 | — | — | — | $291K | 2.6% | |
| Columbia Small Cap Value I Class A | — | — | — | $280K | 2.5% | |
| Blackrock High Yield Institutional Shares | — | — | — | $234K | 2.1% | |
| Clearbridge Appreciation Class A | — | — | — | $220K | 2.0% | |
| Van Eck Cm Commodity Index Class I | — | — | — | $198K | 1.8% | |
| MFS Massachusetts Investors Growth Stock Class A | — | — | — | $180K | 1.6% | |
| Invesco Discovery Class A | — | — | — | $66K | 0.6% |