How big is Dakota Financial, LLC's plan?

Dakota Financial, LLC's plan reported $3.8M in assets and 71 participants for 2023.

Original filing (PDF)20240822154754NAL0005314065001

Dakota Financial, LLC

Name: Dakota Financial, LLC — Dakota Financial, LLC 401(k), Form 5500 (2023)
Creator: Dakota Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dakota Financial, LLC 401(k) P/S Plan

401(k) retirement plan · Dakota Financial, LLC's Dakota Financial, LLC 401(k) P/S Plan held $3.8M in plan assets for 71 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jessica Edelist signed Dakota Financial, LLC's 2023 Form 5500 as plan administrator.

Jessica Edelist — 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

Dakota Financial, LLC's EIN is 01-0566099.

EIN 01-0566099

Plan number 001

Plan year 2023

ACK ID 20240822154754NAL0005314065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dakota Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dakota Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off