Retirement plan

CASCADE LUMBER INC PROFIT SHARING PLAN AND TRUST

Name: CASCADE LUMBER, INC. - CASCADE LUMBER INC PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: CASCADE LUMBER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCADE LUMBER INC PROFIT SHARING PLAN AND TRUST, CASCADE LUMBER, INC.

CASCADE LUMBER, INC.EIN 91-1276475Plan #001PY 2025

P.O. BOX 37 - STANWOOD, WA 98292360-629-2119cascadelumber.comLinkedIn11-50 employees

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$27.3M

+11.5% from 2024

Total participants

+2.1% from 2024

Average account balance

$569,194

+11.5% from 2024

Annual return

17.92%

+2.59 pp from 2024

Benchmarks

See 6,321 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort6,321 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$27.32M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$569K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$58414

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2R2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.8M

$70097 / participant

Other / not subdivided$3M100.0%

% of EOY assets

10.263%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$569,194

$108,825+423.0%

$156,181+264.4%

$82,448+590.4%

Participation rate

97.5%

72.4%+25.1pp

78.8%+18.7pp

68.1%+29.4pp

Annual return

17.92%

20.59%-2.7pp

64.87%-47.0pp

41.64%-23.7pp

Employer contribution / active EE

$30,042

$2,870+946.8%

$4,294+599.6%

$2,551+1077.7%

Participant deferral / active EE

$4,577-100.0%

$6,132-100.0%

$4,139-100.0%

Admin fee / account holder

$58,414

$9,341+525.4%

$14,586+300.5%

$7,234+707.5%

CASCADE LUMBER INC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCADE LUMBER INC PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion