Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan
Sponsored by Coffman Excavation Inc. · EIN 364749989 · Plan #003
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 114
- With balances
- 101
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy Dahl & Holst | Investment advisory (participants), Investment advisory (plan) | $41,331 |
| Spectrum Pension Consultants, Inc. | Claims processing, Recordkeeping, Consulting (general) | $17,267 |