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Original filing (PDF)20251015215504NAL0002915763001
BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN
Form 5500
FILING_RECEIVED
CASCADE PENSION TRUST 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo 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 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "s * Standard Insurance Company Participant directed" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — 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
93-6105946
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 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC | 38-2383171 | — | NONE | $18K | — |
| QUEST INVESTMENT MGMT | 93-0880854 | — | NONE | $17K | — |
| PLATFORM CPAS LLP | 88-4342576 | — | NONE | $9K | — |
| US BANK NA | 31-0841368 | — | NONE | $6K | — |
Investments
2 direct securities · 1 pooled fund· $133.9M(100% 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.
Pooled Separate Accounts
$69.2M
1 holding
Pooled Separate Account
$64.5M
1 holding
Uncategorized
$239K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Standard Insurance Company Participant directed | Pooled Separate Accounts | — | — | $69.2M | 99.2% | |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $64.5M | 92.5% | |
| Participant Loans Secured, Interest Rates 4.25% - 9.50% | — | — | — | $239K | 0.3% |
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