How big is Sletten, Inc.'s plan?

Sletten, Inc.'s plan reported $86.7M in assets and 326 participants for 2024.

Original filing (PDF)20260115133050NAL0006828371001

Sletten, Inc.

Name: Sletten, Inc. — Sletten, Inc. Employee Stock, Form 5500 (2024)
Creator: Sletten, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sletten, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Sletten, Inc.'s Sletten, Inc. Employee Stock Ownership Plan held $86.7M in plan assets for 326 participants in 2024, with Capital Research & Management Co as recordkeeper.

Signals · 2

93% in single holding93% employer stock

Active participants

326

Accounts w/ balance

434

Plan assets (EOY)

$86.7M

Net assets (EOY)

$86.7M

People on this filing

Nicholas Neuman signed Sletten, Inc.'s 2024 Form 5500 as plan administrator.

Nicholas Neuman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sletten, Inc.'s EIN is 81-0418015.

EIN 81-0418015

Plan number 002

Plan year 2024

ACK ID 20260115133050NAL0006828371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sletten, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sletten, Inc.'s plan includes an ESOP, an S-corporation ESOP.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLETTEN, INC..

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

91% of assets in employer securities (concentration risk).

Plan sponsor

Name

SLETTEN, INC.

EIN

all filings

Address

1000 25TH ST N · GREAT FALLS, MT · 594011381

Phone

(406) 761-7920

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

JCCS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL RESEARCH & MANAGEMENT CO	95-1411037	—	RECORDKEEPER/BOOKKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD JONES	—	ST LOUIS, MO	INVESTMENT ADVISORY	$10K	—

Investments

30 direct securities· $84.6M(98% of reported assets)

Common Stocks

$78.9M

1 holding

Mutual Funds

$5.4M

22 holdings

Cash / Money Market

$136K

1 holding

Other securities

$100K

4 holdings

Common Collective Trusts

$51K

2 holdings

					% of plan
Sletten, Inc. transfer restricted by terms of ESOP agreement	Common Stocks	—	$8.1M	$78.9M	91.1%
American Funds 2040 Target Date Fund (1)	Mutual Funds	—	—	$1.1M	1.3%
American Funds 2045 Target Date Fund (1)	Mutual Funds	—	—	$997K	1.1%
American Funds 2035 Target Date Fund (1)	Mutual Funds	—	—	$908K	1.0%
American Funds 2025 Target Date Fund (1)	Mutual Funds	—	—	$616K	0.7%
American Funds 2055 Target Date Fund (1)	Mutual Funds	—	—	$547K	0.6%
American Funds US Govt Money Market (1)	Mutual Funds	—	—	$431K	0.5%
US Bank Cash	Cash / Money Market	—	$136K	$136K	0.2%
American Funds Balanced Fund (1)	Mutual Funds	—	—	$109K	0.1%
American Funds 2030 Target Date Fund (1)	Mutual Funds	—	—	$76K	<0.1%
American Funds 2020 Target Date Fund (1)	Mutual Funds	—	—	$69K	<0.1%
American Funds Capital World Growth & Income (1)	Mutual Funds	—	—	$58K	<0.1%
American Funds 2065 Target Date Fund (1)	Mutual Funds	—	—	$53K	<0.1%
American Funds Capital Income Builder (1)	Mutual Funds	—	—	$48K	<0.1%
American Funds 2050 Target Date Fund (1)	Mutual Funds	—	—	$46K	<0.1%
American Funds American Mutual Fund (1)	Mutual Funds	—	—	$45K	<0.1%
Fidelity 500 Index (1)	Common Collective Trusts	—	—	$43K	<0.1%
American Funds Fundamental Investors (1)	Mutual Funds	—	—	$42K	<0.1%
American Funds AMCAP (1)	Mutual Funds	—	—	$39K	<0.1%
American Funds Income Fund of America (1)	Mutual Funds	—	—	$38K	<0.1%
Blackrock Equity Dividend Fund (1)	Other securities	—	—	$34K	<0.1%
T.Rowe Price Dividend Growth (1)	Other securities	—	—	$34K	<0.1%
American Funds 2060 Target Date Fund (1)	Mutual Funds	—	—	$30K	<0.1%
American Funds New World Fund (1)	Mutual Funds	—	—	$29K	<0.1%
American Funds New Perspective Fund (1)	Mutual Funds	—	—	$29K	<0.1%
T.Rowe Price Blue Chip Growth (1)	Other securities	—	—	$25K	<0.1%
American Funds 2010 Target Date Fund (1)	Mutual Funds	—	—	$12K	<0.1%
American Funds 2015 Target Date Fund (1)	Mutual Funds	—	—	$11K	<0.1%
Ishares Russell 2000 Small Cap Index (1)	Common Collective Trusts	—	—	$9K	<0.1%
JP Morgan Core Bond (1)	Other securities	—	—	$7K	<0.1%