Original filing (PDF)20251015215504NAL0002915763001

BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN

Name: BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN — CASCADE PENSION TRUST 401(K) PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN

Form 5500

FILING_RECEIVED

CASCADE PENSION TRUST 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

467

Accounts w/ balance

1,278

Plan assets (EOY)

$69.7M

Net assets (EOY)

$69.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN

EIN

93-6105946all filings

Address

5331 S MACADAM AVE STE 258 PMB 116 · PORTLAND, OR · 97239

Phone

(503) 224-0048

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
QUEST INVESTMENT MGMT	93-0880854	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS INC	38-2383171	—	NONE	$18K	—
PLATFORM CPAS LLP	88-4342576

Investments

1 pooled fund· $64.5M(93% 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.