· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAKOTA FINANCIAL, LLC — DAKOTA FINANCIAL, LLC 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529152231NAL0007458513001
DAKOTA FINANCIAL, LLC
Form 5500-SF
FILING_RECEIVED
DAKOTA FINANCIAL, LLC 401(K) P/S PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
78
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAKOTA FINANCIAL, LLC
.
Find decision makers
Plan sponsor
Name
DAKOTA FINANCIAL, LLC
EIN
01-0655099
Address
11766 WILSHIRE BOULEVARD · SUITE 550 · LOS ANGELES, CA · 90025
Phone
(310) 432-2930
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
OCEAN EDGE SERVICES, INC.
OCEAN EDGE SERVICES, INC. 401K PLAN
$5.0M · 99 participants
GOTTELLIS RENTAL SERVICES, INC. DBA ALL STAR RENTS
ALL STAR RENTS 401(K) PLAN & TRUST
$5.1M · 78 participants
SCIENTIFIC BRAKE AND EQUIPMENT CO.
SCIENTIFIC 401(K) RETIREMENT PLAN
$5.0M · 46 participants
MOBILE CONCEPTS INC.
MOBILE CONCEPTS INCORPORATED 401(K) P/S PLAN
$5.0M · 36 participants
HIGH COUNTRY CRANE SERVICE
HIGH COUNTRY CRANE SERVICE PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.0M · 21 participants
SHAWMUT EQUIPMENT COMPANY, INC.
SHAWMUT EQUIPMENT COMPANY, INC. PROFIT SHARING PLAN
$5.1M · 21 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
