Retirement plan

CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN

Name: CASCADE DAFO, INC - CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CASCADE DAFO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN, CASCADE DAFO, INC

CASCADE DAFO, INCEIN 91-1827623Plan #001PY 2024

1360 SUNSET AVE - FERNDALE, WA 98248360-543-9230cascadedafo.comLinkedIn201-500 employeesmedical devices

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$30.3M

+15.5% from 2023

Total participants

346

+5.2% from 2023

Average account balance

$88,601

+10.4% from 2023

Annual return

11.75%

-5.36 pp from 2023

Benchmarks

See 2,385 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,385 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$30.30M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

342

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.

98.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$235

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347	Advisory (Plan)	$40,000
FIDELITY INVESTMENTS INSTITUTIONAL4 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$28,263
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$12,054

Plan features & details

Pension benefit codes2T2E2F2G2K2S3H3D2J

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$80K

$267 / participant

Recordkeeping$28K35.2%
Investment mgmt$52K64.8%

% of EOY assets

0.265%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LARSON GROSS ASSURANCE PLLC
Auditor EIN: 332373484
Audit fees: $0
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,601

$88,982-0.4%

$102,438-13.5%

$77,671+14.1%

Participation rate

98.7%

80.9%+17.8pp

76.5%+22.2pp

70.6%+28.1pp

Annual return

11.75%

25.01%-13.3pp

29.37%-17.6pp

31.21%-19.5pp

Employer contribution / active EE

$3,868

$2,698+43.4%

$3,024+27.9%

$2,726+41.9%

Participant deferral / active EE

$4,655

$5,144-9.5%

$5,054-7.9%

$4,648+0.2%

Admin fee / account holder

$235

$236-0.3%

$9,448-97.5%

$430-45.4%

Provider

Service type

Compensation

USI CONSULTING GROUP3 years

Filed as: USI ADVISORS INC

Service code 27 · EIN 06-1397347

Advisory (Plan)

$40,000

FIDELITY INVESTMENTS INSTITUTIONAL4 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$28,263

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$12,054

CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CASCADE DAFO, INC. 401(K) PROFIT SHARING PLAN

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