Plan Snapshot
- Plan Sponsor: Sletten, INC.
- Sponsor EIN: 810418015
- Sponsor Address: 1000 25TH ST N, GREAT FALLS, MT, 594011381
- Plan Type: DC
- Plan Number: 002
- Total Participants: 326
- Total Assets: $86.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 326 | $86.7M | $6.8M | $0 |
| 2023 | 299 | $71.9M | $5.3M | $0 |
| 2022 | 271 | $64.7M | $4.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPITAL RESEARCH & MANAGEMENT CO | Recordkeeper | $10,672 | — | $10,672 |
| EDWARD JONES | Investment Advisor | $9,791 | — | $9,791 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,463
- Estimated Expense Ratio: 0.024% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $26,848 | $20,463 | — | — | — |
| 2023 | $16,640 | $16,640 | — | — | — |
| 2022 | $13,166 | $13,166 | — | — | — |