Cascade Utilities 401(k) match, vesting and fees
What Cascade Utilities' 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 | Nwps, Inc | Schedule C ↗ |
| Independent auditor | Aldrich Cpas Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Cascade Utilities: employer contribution per participant | $1,482 | |
| Peer median | $2,188 |
| Cascade Utilities: average balance | $76,656 | |
| Peer median | $63,883 |
| Cascade Utilities: admin expenses ÷ assets | 0.17% | |
| 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 $32.9M at the end of plan year 2021 to $35.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 726 | $35.9M | $694K | $1,482 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 647 | $32.9M | $676K | $1,485 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 626 | $27.7M | $639K | $1,427 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 636 | $32.9M | $576K | $1,260 | 0.17% | Not published | Form 5500 ↗ |
Other Cascade Utilities plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies
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 | Aldrich Cpas & Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Cascade Utilities match 401(k) contributions?
The match terms for the Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $694K in employer contributions, about $1,482 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cascade Utilities 401(k) match vested?
The vesting schedule for the Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cascade Utilities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nwps, Inc. The plan administrator is Cascade Utilities, Inc..
I left Cascade Utilities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cascade Utilities, Inc., (503) 630-4202) or the recordkeeper, Nwps, Inc. The Cascade Utilities old 401(k) page lists the contacts from every plan filing. Find an old Cascade Utilities 401(k)
Data from the public Form 5500 annual reports Cascade Utilities 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 Utilities. Not financial advice. Report a correction · Methodology