Desiree Arslanian signed Mountain Cascade, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain Cascade, Inc.'s EIN is 94-2806169.
Download the official 2023 Form 5500 (PDF) for Mountain Cascade, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mountain Cascade, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | AUSTIN, TX | INVESTMENT ADVISOR | $47K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2035 FUND WILMINGTON TRUST, N.A. · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $5.7M | 24.0% | |
| FLEXPATH INDEX+ MODERATE 2025 FUND WILMINGTON TRUST, N.A. · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $4.1M | 17.0% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 F WILMINGTON TRUST, N.A. · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $3.2M | 13.5% | |
| FLEXPATH INDEX+ MODERATE 2045 FUND WILMINGTON TRUST, N.A. · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $2.8M | 11.8% | |
| Fidelity 500 Index Fund Mutual funds | Common Collective Trusts | — | — | $969K | 4.0% | |
| JP Morgan US Research Equity Fund Mutual funds | Other securities | — | — | $943K | 3.9% | |
| Cohen & Steers Real Estate Securities Fund Mutual funds | Other securities | — | — | $677K | 2.8% | |
| JP Morgan Equity Income Fund Mutual funds | Other securities | — | — | $628K | 2.6% | |
| AB Large Cap Growth Fund Class Z Mutual funds | Other securities | — | — | $626K | 2.6% | |
| American New Perspective Fund R6 Mutual funds | Other securities | — | — | $448K | 1.9% | |
| Vanguard Total International Stock Index Fund Mutual funds | Common Collective Trusts | — | — | $447K | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual funds | Common Collective Trusts | — | — | $418K | 1.7% | |
| Baird Aggregate Bond Inst Fund Mutual funds | Other securities | — | — | $405K | 1.7% | |
| Vanguard Info Tech Index Admiral Mutual funds | Mutual Funds | — | — | $404K | 1.7% | |
| American Century Mid Cap Value Fund Mutual funds | Other securities | — | — | $346K | 1.4% | |
| Notes receivable from participants Loans (5.25% - 10.50%) | Bonds / Notes | — | — | $331K | 1.4% | |
| FlexPath Idx+ Aggr Ret R1 Common/collective trust | Common Collective Trusts | — | — | $283K | 1.2% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE WILMINGTON TRUST, N.A. · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $283K | 1.2% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 WILMINGTON TRUST, N.A. · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $276K | 1.2% | |
| Columbia Strategic Income Fund Mutual funds | Other securities | — | — | $248K | 1.0% | |
| RELIANCE TRUST NYL ANCHOR SERIES 1 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $186K | 0.8% | |
| Fidelity US Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $186K | 0.8% | |
| Delaware Small Cap Core Fund R6 Mutual funds | Other securities | — | — | $85K | 0.4% | |
| PGIM Global Total Return Fund Mutual funds | Other securities | — | — | $55K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual funds | Common Collective Trusts | — | — | $46K | 0.2% | |
| JPMorgan US Gov Money Market Fund Mutual funds | Cash / Money Market | — | — | $28K | 0.1% | |
| Federated Hermes MDT Small Cap Growth Fund Mutual funds | Other securities | — | — | $8K | <0.1% | |
| Goldman Small Cap Value Insights Fund R6 Mutual funds | Other securities | — | — | $6K | <0.1% | |
| Carillon Scout Mid Cap Fund R6 Mutual funds | Other securities | — | — | $6K | <0.1% | |
| FlexPath Idx+ Mod Ret R1 Common/collective trust | Common Collective Trusts | — | — | $6K | <0.1% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT WILMINGTON TRUST, N.A. · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $6K | <0.1% | |
| FlexPath Idx+ Cons Ret R1 Common/collective trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE WILMINGTON TRUST, N.A. · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $5K | <0.1% | |
| MFS Mid Cap Growth Fund R6 Mutual funds | Mutual Funds | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 WILMINGTON TRUST, N.A. · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 WILMINGTON TRUST, N.A. · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 WILMINGTON TRUST, N.A. · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 WILMINGTON TRUST, N.A. · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 WILMINGTON TRUST, N.A. · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 WILMINGTON TRUST, N.A. · EIN 47-2916729 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
