Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASCADE CONSULTANTS LLC
EIN 81-4262728information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
4
5604 SUGAR PINE DRIVE - YORBA LINDA, CA 92886352-219-7902cascadeconsultant.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASCADE CONSULTANTS LLC CASH BALANCE PLAN
TraditionalDB
Assets$2.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASCADE CONSULTANTS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASCADE CONSULTANTS LLC CASH BALANCE PLAN | TraditionalDB | $2.2M | 2 | 2024 | |
| 001 | CASCADE CONSULTANTS LLC 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 2 | 2024 |
Retirement plans