AUMdb

Cascade Energy 401(k) Plan & Trust

Sponsored by Cascade Energy, Llc · EIN 931124681 · Plan #001

Total assets
$43.3M
Net assets
$43.3M
Active participants
220
With balances
278

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Participant loan processing, Other fees, Recordkeeping $3,437