Cascade Designs, Inc. 401(k) Savings & Investment Plan
Sponsored by Cascade Designs, Inc. · EIN 910969695 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 226
- With balances
- 442
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $58,735 |
| Gallagher Fiduciary Advi | Investment advisory (plan), Direct payment from the plan | $30,000 |