Original filing (PDF)20251015132642NAL0002483907001

CASCADIA HEALTHCARE

Name: CASCADIA HEALTHCARE — CASCADIA HEALTHCARE 401(K) PLAN, Form 5500 (2024)
Creator: CASCADIA HEALTHCARE

Form 5500

FILING_RECEIVED

CASCADIA HEALTHCARE 401(K) PLAN

401(k) retirement plan

Signals · 1

~139 bps in Sched C fees

Active participants

3,807

Accounts w/ balance

4,543

Plan assets (EOY)

$26.9M

Net assets (EOY)

$26.9M

How this plan invests

This plan

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (3rd percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASCADIA HEALTHCARE.

Plan sponsor

Name

CASCADIA HEALTHCARE

EIN

47-3682192

Address

2205 EAST RIVERSIDE DRIVE, SUITE 10 · EAGLE, ID · 83616

Phone

(208) 401-9604

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$294K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PHILLIPS & COMPANY ADVISORS LLC	—	PORTLAND, OR	INVESTMENT ADVISOR	$80K	—

Investments

17 direct securities· $24.1M(89% of reported assets)

Other securities

$20.4M

15 holdings

Mutual Funds

$3.7M

1 holding

Stable Value

$8K

1 holding

					% of plan
S State Street Target Retirement 2045 K Registered investment company	Mutual Funds	—	—	$3.7M	13.7%
State Street Target Retirement 2040 K Registered investment company	Other securities	—	—	$3.4M	12.7%
State Street Target Retirement 2050 K Registered investment company	Other securities	—	—	$3.1M	11.6%
State Street Target Retirement 2030 K Registered investment company	Other securities	—	—	$3.1M	11.4%
State Street Target Retirement 2035 K Registered investment company	Other securities	—	—	$2.9M	10.6%
State Street Target Retirement 2055 K Registered investment company	Other securities	—	—	$2.8M	10.3%
State Street Target Retirement 2025 K Registered investment company	Other securities	—	—	$2.4M	9.0%
Fidelity 500 Index Registered investment company	Other securities	—	—	$1.1M	3.9%
State Street Target Retirement 2020 K Registered investment company	Other securities	—	—	$849K	3.2%
Fidelity Mid Cap Index Registered investment company	Other securities	—	—	$231K	0.9%
State Street Target Retirement K Registered investment company	Other securities	—	—	$216K	0.8%
Empower S&P Small Cap 600 Index Inst Registered investment company	Other securities	—	—	$162K	0.6%
American Funds New World R6 Registered investment company	Other securities	—	—	$121K	0.4%
MFS Intl Diversification R6 Registered investment company	Other securities	—	—	$56K	0.2%
PGIM US Real Estate R6 Registered investment company	Other securities	—	—	$25K	<0.1%
CASH EQUIVALENTS * EI Fixed Account - Series Class 1 Guaranteed investment contract	Stable Value	—	—	$8K	<0.1%
Putnam Income R6 Registered investment company	Other securities	—	—	$7K	<0.1%