K & E Excavating Incorporated 401(k) Plan & Trust
Sponsored by K & E Excavating Incorporated · EIN 931242787 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 291
- With balances
- 220
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, Inc. | Investment advisory (participants), Investment advisory (plan), Participant communication | $101,733 |
| Spectrum Pension Consultants | Accounting, Claims processing, Recordkeeping | $37,285 |