AUMdb

Cascade Corporation Savings And Investment Plan

Sponsored by Cascade Corporation · EIN 930136592 · Plan #003

Total assets
$206M
Net assets
$206M
Active participants
998
With balances
1,286

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $71,791
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $37,269