How big is Cascade Financial Partners, LLC's plan?

Cascade Financial Partners, LLC's plan reported $78K in assets and 8 participants for 2024.

Original filing (PDF)20250715132841NAL0004805074001

Cascade Financial Partners, LLC

Name: Cascade Financial Partners, LLC — Cascade Financial, Form 5500 (2024)
Creator: Cascade Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cascade Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Cascade Financial Partners, LLC's Cascade Financial Partners, LLC 401(k) Plan held $78K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Carleen Acosta signed Cascade Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Carleen Acosta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cascade Financial Partners, LLC's EIN is 92-3127224.

EIN 92-3127224

Plan number 001

Plan year 2024

ACK ID 20250715132841NAL0004805074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cascade Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cascade Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASCADE FINANCIAL PARTNERS, LLC.

Finding similar companies…

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