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CASCADIA RESEARCH COLLECTIVE — CASCADIA RESEARCH DC AND TDA RETIREMENT PLANS, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240731174247NAL0047690850001
CASCADIA RESEARCH COLLECTIVE
Form 5500-SF
FILING_RECEIVED
CASCADIA RESEARCH DC AND TDA RETIREMENT PLANS
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
26
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASCADIA RESEARCH COLLECTIVE
.
Find decision makers
Plan sponsor
Name
CASCADIA RESEARCH COLLECTIVE
EIN
91-1113375
Address
218 1/2 4TH AVE W · OLYMPIA, WA · 985011004
Phone
(360) 943-7325
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
218
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
Pension benefit codes
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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