Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Sloy Dahl & Holst
Sloy Dahl & Holst
- Service provider, as named on Schedule C
- EIN 930989022
- Plan year 2024
- Direct compensation reported $1,241,072
Assets of those plans
$561,388,866
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,241,072
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 26 | Investment advisory (participants) | 9 |
| 38 | Participant communication | 4 |
| 51 | Investment management fees paid directly by plan | 3 |
| 50 | Direct payment from the plan | 2 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pacific Office Automation Capital Accumulation Plan | Pacific Office Automation | $157,398,543 | 1,045 | $268,113 |
| Harder Mechanical Contractors Retirement Plan | Harder Mechanical Contractors | $110,189,926 | 476 | $31,849 |
| Pediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan and Trust | Pediatric Associates Inc. PS | $86,899,304 | 507 | $221,076 |
| Interface Engineering Inc. Retirement Plan | Interface Engineering | $58,486,969 | 359 | $125,903 |
| Northwest Medical Specialties, PLLC 401(k) PS Plan and Trust | Northwest Medical Specialties | $38,098,081 | 277 | $137,029 |
| Hi-school Pharmacy, Inc. Multiple Employer 401(k) and PSP & Trust | Hi-school Pharmacy | $26,095,542 | 389 | $126,868 |
| K & E Excavating Incorporated 401(k) Plan & Trust | K & E Excavating | $24,708,104 | 220 | $101,733 |
| RSG Forest Products Inc 401(k) Plan | RSG Forest Products | $21,619,121 | 358 | $22,763 |
| South Bay Construction Company 401(k) Profit Sharing Plan | S.B.C.C. | $15,164,939 | 86 | $92,793 |
| The Stoner Electric Group 401(k) Plan | Stoner Electric | $14,192,621 | 241 | $71,614 |
| Coffman Excavation, Inc. Union 401(k) Profit Sharing Plan | Coffman Excavation | $8,535,716 | 101 | $41,331 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.