How big is ZW Financial DBA Cascadia Wealth Advisors' plan?

ZW Financial DBA Cascadia Wealth Advisors' plan reported $2.7M in assets and 6 participants for 2025.

Original filing (PDF)20260511135816NAL0006034833001

ZW Financial DBA Cascadia Wealth Advisors

Name: ZW Financial DBA Cascadia Wealth Advisors — Form 5500 Plan 001 (2025)
Creator: ZW Financial DBA Cascadia Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cascadia Wealth Advisors 401(k) PSP

401(k) retirement plan · ZW Financial DBA Cascadia Wealth Advisors' Cascadia Wealth Advisors 401(k) PSP held $2.7M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

ZW Financial DBA Cascadia Wealth Advisors' EIN is 86-2510992.

EIN 86-2510992

Plan number 001

Plan year 2025

ACK ID 20260511135816NAL0006034833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ZW Financial DBA Cascadia Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ZW Financial DBA Cascadia Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score