KATE Matheson signed Southwest Stage Funding, LLC DBA Cascade Financial Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwest Stage Funding, LLC DBA Cascade Financial Services' EIN is 52-2321476.
Download the official 2024 Form 5500 (PDF) for Southwest Stage Funding, LLC DBA Cascade Financial Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwest Stage Funding, LLC DBA Cascade Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
