Cascade Real Estate Services 401(k) match, vesting and fees
What Cascade Real Estate Services' 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 | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Pricekubecka, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Cascade Real Estate Services: employer contribution per participant | $1,929 | |
| Peer median | $1,680 |
| Cascade Real Estate Services: average balance | $27,182 | |
| Peer median | $52,722 |
| Cascade Real Estate Services: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $3.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 163 | $3.8M | $272K | $1,929 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Cascade Real Estate Services match 401(k) contributions?
The match terms for the Bluestone Real Estate Services 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $272K in employer contributions, about $1,929 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cascade Real Estate Services 401(k) match vested?
The vesting schedule for the Bluestone Real Estate Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cascade Real Estate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Cascade Real Estate Services, LLC.
I left Cascade Real Estate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cascade Real Estate Services, LLC, (503) 222-3800) or the recordkeeper, Human Interest Advisor LLC. The Cascade Real Estate Services old 401(k) page lists the contacts from every plan filing. Find an old Cascade Real Estate Services 401(k)
Data from the public Form 5500 annual reports Cascade Real Estate Services filed with the U.S. Department of Labor (plan years 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 Real Estate Services. Not financial advice. Report a correction · Methodology