Original filing (PDF)20250513163811NAL0028576528001

CASCADE COMMUNITY FEDERAL CREDIT UNION

Name: CASCADE COMMUNITY FEDERAL CREDIT UNION — CASCADE COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 401(K) PLAN, Form 5500 (2024)
Creator: CASCADE COMMUNITY FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

CASCADE COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE COMMUNITY FEDERAL CREDIT UNION.

Plan sponsor

Name

CASCADE COMMUNITY FEDERAL CREDIT UNION

EIN

93-0458542

Address

PO BOX 1166 · ROSEBURG, OR · 974700269

Phone

(541) 672-3165

Industry

Finance & Insurancesee 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

2025-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION

TRONA VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$8.7M · 91 participants

MEMBERS CHOICE CREDIT UNION

CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

$8.7M · 98 participants

COLORADO CREDIT UNION

COLORADO CREDIT UNION 401(K) PLAN AND TRUST

$8.7M · 65 participants

IDB GLOBAL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

IDB GLOBAL FEDERAL CREDIT UNION

$8.6M · 51 participants

CREDIT UNION OF GEORGIA