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Sponsor portfolio

SLETTEN, INC.

EIN 81-0418015-Construction-Latest filing 2025
Plans
3
Retirement
2
$107.3M assets
Welfare
1
$2.9M premiums
Participants
1,304
1000 25TH ST N - GREAT FALLS, MT 594011381406-761-7920
Plans on this EIN
3 filings
#002ESOP-$86.7M - 437 part#005401k-$20.6M - 417 part#501Fully Insured-$2.9M - 487 lives

Retirement portfolio analytics

2 plans aggregated / $107.3M assets / 854 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEE STOCK OWNERSHIP (#002)81%
  • PLAN & TRUST (#005)19%
Total $107.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • AMERICAN FUNDS81%
  • (Not disclosed)19%
Total $107.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)437
  • PLAN & TRUST (#005)417
Total 854Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 487 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$31K
  • Vision$31K
  • Life$31K
  • Long-term disability$31K
  • Other$31K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $170K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$86.7M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$20.6M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SLETTEN INC.

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$2.9M
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$86.7M4372025
005SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$20.6M4172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SLETTEN INC.Fully InsuredBLUECROSS BLUESHIELD OF MONTANA$2.9M4872024
Retirement plans
Welfare plans
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