SLOY DAHL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
44
Active participants
12,254
Total plan assets
$1.5B
Filings (rows)
44
Direct comp
$4.2M
Indirect comp
$0
Aggregating 2 name variants under "SLOY DAHL"
SERVICES PROVIDED
Advisor / Consultant23
Other21
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| ALTA TRUST | 6 |
| SLOY DAHL & HOLST BALANCE CLASS 1 | 3 |
| SLOY DAHL & HOLST AGGRESSIVE CL I | 1 |
| SLOY DAHL & HOLST MODERATE CL I | 1 |
| SLOY DAHL & HOLST CONSERVATIVE CLI | 1 |
| SLOY DAHL & HOLST BALANCED CL I | 1 |
| SLOY DAHL & HOLST GROWTH CL I | 1 |
Top plans served
All 44 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,160 | $157.4M | $268K |
| PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 1,115 | $133.6M | $227K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 339 | $110.2M | $32K |
| PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON, OR | Advisor / Consultant INVESTMENT ADVISOR | 868 | $99.8M | $266K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 357 | $90.5M | $18K |
| PEDIATRIC ASSOCIATES, INC. PS PEDIATRIC ASSOCIATES, INC. P.S. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE, WA | Advisor / Consultant INVESTMENT ADVISOR | 310 | $71.0M | $227K |
| PEDIATRIC ASSOCIATES, INC. PS PEDIATRIC ASSOCIATES, INC. P.S. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE, WA | Advisor / Consultant INVESTMENT ADVISOR | 333 | $69.5M | $254K |
| HARDER MECHANICAL CONTRACTORS, INC. HARDER MECHANICAL CONTRACTORS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 343 | $67.5M | $130K |
| INTERFACE ENGINEERING INC INTERFACE ENGINEERING INC. RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant INVESTMENT ADVISOR | 250 | $58.5M | $126K |
| INTERFACE ENGINEERING INC INTERFACE ENGINEERING INC. RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant CONSULTANT/OTHER SERVICES | 254 | $49.4M | $140K |
| NORTHWEST MEDICAL SPECIALTIES, PLLC NORTHWEST MEDICAL SPECIALTIES, PLLC 401(K) PS PLAN AND TRUST | TACOMA, WA | Other NONE | 240 | $38.1M | $137K |
| INTERFACE ENGINEERING INC INTERFACE ENGINEERING INC. RETIREMENT PLAN | PORTLAND, OR | Advisor / Consultant CONSULTANT | 247 | $36.1M | $150K |
| EMERY & SONS CONSTRUCTION GROUP, LLC EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 220 | $32.6M | $26K |
| NORTHWEST MEDICAL SPECIALTIES, PLLC NORTHWEST MEDICAL SPECIALTIES, PLLC 401(K) PS PLAN AND TRUST | TACOMA, WA | Other NONE | 240 | $30.9M | $112K |
| EMERY & SONS CONSTRUCTION GROUP, LLC EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 200 | $26.3M | $13K |
| HI-SCHOOL PHARMACY, INC. HI-SCHOOL PHARMACY, INC. MULTIPLE EMPLOYER 401(K) AND PSP & TRUST | VANCOUVER, WA | Other NONE | 394 | $26.1M | $127K |
| K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 291 | $24.7M | $102K |
| NORTHWEST MEDICAL SPECIALTIES, PLLC NORTHWEST MEDICAL SPECIALTIES, PLLC 401(K) PS PLAN AND TRUST | TACOMA, WA | Other NONE | 246 | $23.2M | $157K |
| HI-SCHOOL PHARMACY, INC. HI-SCHOOL PHARMACY, INC. MULTIPLE EMPLOYER 401(K) AND PSP & TRUST | VANCOUVER, WA | Other NONE | 400 | $22.8M | $106K |
| K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 279 | $19.4M | $76K |
| EMERY & SONS CONSTRUCTION GROUP, LLC EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 214 | $19.0M | $10K |
| ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN | SANTA CLARA, CA | Other NONE | 146 | $18.1M | $79K |
| HI-SCHOOL PHARMACY, INC. HI-SCHOOL PHARMACY, INC. MULTIPLE EMPLOYER 401(K) AND PSP & TRUST | VANCOUVER, WA | Other NONE | 370 | $17.6M | $134K |
| BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 99 | $16.9M | $52K |
| RSG FOREST PRODUCTS INC. RSG FOREST PRODUCTS INC 401(K) PLAN | KALAMA, WA | Other INV MGR | 575 | $16.6M | $80K |
| BROADWAY MEDICAL CLINIC, LLP BROADWAY MEDICAL CLINIC, LLP 401(K) PROFIT SHARING PLAN | PORTLAND, OR | Other NONE | 106 | $15.2M | $100K |
| ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN | SANTA CLARA, CA | Other NONE | 149 | $15.2M | $67K |
| S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL, CA | Advisor / Consultant INVESTMENT ADVISOR | 68 | $15.2M | $93K |
| S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL, CA | Advisor / Consultant INVESTMENT ADVISOR | 83 | $14.3M | $83K |
| STONER ELECTRIC, LLC THE STONER ELECTRIC GROUP 401K PLAN | MILWAUKIE, OR | Other NONE | 231 | $14.2M | $72K |
| STONER ELECTRIC, LLC THE STONER ELECTRIC GROUP 401K PLAN | MILWAUKIE, OR | Other NONE | 258 | $12.5M | $57K |
| K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM, OR | Advisor / Consultant INVESTMENT ADVISOR | 278 | $12.5M | $81K |
| ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. ANDERSON PACIFIC ENGINEERING CONSTRUCTION, INC. MONEY PURCHASE PENSION PLAN | SANTA CLARA, CA | Other NONE | 132 | $11.4M | $77K |
| MOORE EXCAVATION, INC. MOORE EXCAVATION INC. RETIREMENT PLAN | FAIRVIEW, OR | Other NONE | 222 | $11.3M | $50K |
| S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL, CA | Advisor / Consultant INVESTMENT ADVISOR | 80 | $10.2M | $93K |
| STONER ELECTRIC, INC. THE STONER ELECTRIC GROUP 401K PLAN | MILWAUKIE, OR | Other NONE | 240 | $9.1M | $64K |
| COFFMAN EXCAVATION INC. COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN | OREGON CITY, OR | Advisor / Consultant INVESTMENT ADVISOR | 114 | $8.5M | $41K |
| MOORE EXCAVATION, INC. MOORE EXCAVATION INC. RETIREMENT PLAN | FAIRVIEW, OR | Other NONE | 214 | $8.2M | $61K |
| COFFMAN EXCAVATION INC. COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN | OREGON CITY, OR | Advisor / Consultant INVESTMENT ADVISOR | 102 | $7.8M | $37K |
| J.D. OTT CO., INC J.D. OTT CO., INC. RETIREMENT PLAN AND TRUST | SEATTLE, WA | Other NONE | 96 | $7.6M | $36K |
| COFFMAN EXCAVATION INC. COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN | OREGON CITY, OR | Advisor / Consultant INVESTMENT ADVISOR | 114 | $6.5M | $43K |
| KING RETAIL SOLUTIONS KING RETAIL SOLUTIONS 401(K) PLAN | EUGENE, OR | Advisor / Consultant ADVISOR | 104 | $5.8M | $28K |
| RAINIER VIEW WATER COMPANY, INC. RAINIER VIEW WATER CO., INC. 401(K) PLAN | TACOMA, WA | Advisor / Consultant INVESTMENT ADVISOR | 82 | $5.7M | $45K |
| KING RETAIL SOLUTIONS KING RETAIL SOLUTIONS 401(K) PLAN | EUGENE, OR | Advisor / Consultant ADVISOR | 91 | $4.6M | — |