Sletten, Inc. Employee Stock Ownership Plan
Sponsored by Sletten, Inc. · EIN 810418015 · Plan #002
- Total assets
- $86.7M
- Net assets
- $86.7M
- Active participants
- 326
- With balances
- 434
Plan year beginning 04/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Research & Management Co | Recordkeeping, Recordkeeping fees | $10,672 |
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $9,791 |