Cascade Pension Trust 401(k) Plan
Sponsored by Board Of Trustees, Cascade Pension Trust 401(k)plan · EIN 936105946 · Plan #002
- Total assets
- $69.7M
- Net assets
- $69.7M
- Active participants
- 467
- With balances
- 1,278
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys Inc | Contract administrator, Direct payment from the plan | $17,729 |
| Quest Investment Mgmt | Investment management, Investment management fees (direct) | $17,421 |
| Platform Cpas Llp | Accounting, Direct payment from the plan | $8,726 |
| Us Bank Na | Custodial (securities), Direct payment from the plan | $5,739 |