DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Cascade Eye & Skin Centers, P.C. Cash Balance Plan
Corporate pensionUniversity Place, WA
Assets
$4.1M
Total assets, Dec 31, 2024 reported
Funded
119.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Cascade Eye & Skin Centers, P.C.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
2 firms
- Retirement Consulting Group Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
- Nwps Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$9,973 (2023-12) · $11,593 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 250 | $3.3M | $2.8M | 119.0% | $4.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 214 | $2.4M | $2.1M | 113.5% | $3.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 228 | $2.3M | $2.0M | 117.6% | $2.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nwps codes 11 15 17 50 $21,585 PY2024
- Dwyer, Pemberton & Coulson PC codes 10 50 $17,524 PY2024
- Retirement Consulting Group, Inc. codes 26 27 38 50 $10,000 PY2024
- Nwps codes 11 PY2024
- Nwps codes 11 15 17 50 $22,673 PY2023
- Dwyer, Pemberton & Coulson PC codes 10 50 $16,500 PY2023
- Retirement Consulting Group, Inc. codes 26 27 38 50 $9,973 PY2023
- Nwps codes 11 PY2023
- Nwps codes 11 15 17 50 $23,024 PY2022
- Dwyer, Pemberton & Coulson PC codes 10 50 $19,550 PY2022
- Retirement Consulting Group, Inc. codes 26 27 38 50 $10,000 PY2022
- Nwps codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedCascade Eye & Skin Centers, P.C. Cash Balance Plan total assets $3M -> $4M (+22.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCascade Eye & Skin Centers, P.C. Cash Balance Plan funded ratio 113.5% -> 119.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCascade Eye & Skin Centers, P.C. Cash Balance Plan plan assets $2M -> $3M (+38.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCascade Eye & Skin Centers, P.C. Cash Balance Plan total assets $2M -> $3M (+38.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCascade Eye & Skin Centers, P.C. Cash Balance Plan funded ratio 117.6% -> 113.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 911525215-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.