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Original filing (PDF)20251008165659NAL0010207136001
CASCADE ENERGY, LLC
Form 5500
FILING_RECEIVED
CASCADE ENERGY 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
220
Accounts w/ balance
278
Plan assets (EOY)
$43.3M
Net assets (EOY)
$43.3M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASCADE ENERGY, LLC.
Plan sponsor
Name
CASCADE ENERGY, LLC
EIN
93-1124681
Address
630 SW 5TH AVE · SUITE 501 · PORTLAND, OR · 97204
Phone
(503) 928-3207
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
42 direct securities· $43.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $7.9M | 18.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $6.8M | 15.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $3.1M | 7.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.7M | 6.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.9M | 4.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1.7M | 3.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.5M | 3.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 3.5% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $1.4M | 3.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $1.2M | 2.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.2M | 2.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $1.1M | 2.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $967K | 2.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $954K | 2.2% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $886K | 2.0% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $798K | 1.8% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $735K | 1.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $730K | 1.7% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $629K | 1.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $617K | 1.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $576K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $575K | 1.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $491K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $474K | 1.1% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $406K | 0.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $397K | 0.9% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $355K | 0.8% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $264K | 0.6% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $185K | 0.4% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 930 Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $178K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $171K | 0.4% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $169K | 0.4% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $167K | 0.4% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $121K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $120K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $83K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $82K | 0.2% | |
| Vanguard STAR Inv Vanguard 0 | — | — | — | $64K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Long-Term Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab Self-Direct 0 6 Schwab Self-Direct Invest Fund V Schwab Self-Direct 0 | — | — | — | $6K | <0.1% |
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