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CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan NameCASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN
Plan identification number 001

CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASCADE INVESTMENT ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CASCADE INVESTMENT ADVISORS, INC.
Employer identification number (EIN):911815841
NAIC Classification:523900

Additional information about CASCADE INVESTMENT ADVISORS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1997-05-02
Company Identification Number: 57367683
Legal Registered Office Address: 27480 SE CURRIN RD

ESTACADA
United States of America (USA)
97023

More information about CASCADE INVESTMENT ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE RAND2024-07-23
0012022-01-01MICHELLE RAND2023-06-29
0012021-01-01MICHELLE RAND2022-09-19

Financial Data on CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN

Measure Date Value
2025 : CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-150
Net assets as of the end of the plan year2025-05-15878647
Total assets as of the beginning of the plan year2025-05-15585770
Participant contributions to plan in this plan year2025-05-1556858
Other income to plan in this plan year2025-05-15113771
Plan net income in this plan year2025-05-15292877
Net assets as of the end of the plan year2025-05-15878647
Net assets as of the beginning of the plan year2025-05-15585770
Employer contributions to plan in this plan year2025-05-15122248
2024 : CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-230
Net assets as of the end of the plan year2024-07-23585770
Total assets as of the beginning of the plan year2024-07-23378912
Participant contributions to plan in this plan year2024-07-2355436
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2370986
Plan net income in this plan year2024-07-23206858
Net assets as of the end of the plan year2024-07-23585770
Net assets as of the beginning of the plan year2024-07-23378912
Employer contributions to plan in this plan year2024-07-2380436
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-230
2022 : CASCADE INVESTMENT ADVISORS, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-190
Net assets as of the end of the plan year2022-09-19176031
Total assets as of the beginning of the plan year2022-09-190
Participant contributions to plan in this plan year2022-09-1950438
Other income to plan in this plan year2022-09-195238
Plan net income in this plan year2022-09-19176031
Net assets as of the end of the plan year2022-09-19176031
Net assets as of the beginning of the plan year2022-09-190
Employer contributions to plan in this plan year2022-09-19120355

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