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Original filing (PDF)20250916050531NAL0001686225001
CASCADE MANAGEMENT INC
Form 5500
FILING_RECEIVED
CASCADE MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~109 bps in Sched C fees
Active participants
158
Accounts w/ balance
209
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 109 bps in Schedule C fees — 110% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE MANAGEMENT INC.
Plan sponsor
Name
CASCADE MANAGEMENT INC
EIN
93-1042095
Address
9600 SW OAK ST #200 · PORTLAND, OR · 97223
Phone
(503) 682-7788
Industry
Real Estatesee 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
Investments
26 direct securities · 1 pooled fund· $3.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$2.8M
26 holdings
Common Collective Trust
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $335K | 11.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $323K | 10.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $308K | 10.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $193K | 6.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $192K | 6.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $179K | 5.9% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $152K | 5.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $150K | 4.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $147K | 4.9% | |
| FID FREEDOM INDEX INC PREMIER 198 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $127K | 4.2% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $122K | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $121K | 4.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $90K | 3.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $88K | 2.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $87K | 2.9% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $59K | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $53K | 1.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $51K | 1.7% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $46K | 1.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $44K | 1.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $23K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $23K | 0.8% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $23K | 0.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $16K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $13K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $6K | 0.2% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $2K | <0.1% |
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