Cascade Energy 401(k) match, vesting and fees
What Cascade Energy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Geffen Mesher & Company, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cascade Energy: employer contribution per participant | $2,697 | |
| Peer median | $2,521 |
| Cascade Energy: average balance | $155,734 | |
| Peer median | $75,833 |
| Cascade Energy: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $34.4M at the end of plan year 2021 to $43.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 279 | $43.3M | $750K | $2,697 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 281 | $35.8M | $703K | $2,501 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 267 | $29.6M | $596K | $2,275 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 234 | $34.4M | $612K | $2,617 | <0.01% | Not published | Form 5500 ↗ |
Other Cascade Energy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cascade Energy, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Eide Bailly LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Cascade Energy match 401(k) contributions?
The match terms for the Cascade Energy 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $750K in employer contributions, about $2,697 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cascade Energy 401(k) match vested?
The vesting schedule for the Cascade Energy 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cascade Energy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Cascade Energy, LLC.
I left Cascade Energy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cascade Energy, LLC, (503) 928-3207) or the recordkeeper, The Vanguard Group, Inc.. The Cascade Energy old 401(k) page lists the contacts from every plan filing. Find an old Cascade Energy 401(k)
Data from the public Form 5500 annual reports Cascade Energy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cascade Energy. Not financial advice. Report a correction · Methodology