Brian Caffrey signed Lakota Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lakota Corp.'s EIN is 20-2970922.
Download the official 2024 Form 5500 (PDF) for Lakota Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lakota Corp.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $8K | — |
| SIGMA FINANCIAL CORP | 38-2472555 | — | NONE |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $7K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $1.4M | 28.7% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $500K | 10.6% | |
| STATE STREET RET RIGHT TARGET 2020 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 229 | Common Collective Trust | — | — | $388K | 8.2% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $340K | 7.2% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $276K | 5.9% | |
| STATE STREET RET RIGHT TARGET 2035 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 232 | Common Collective Trust | — | — | $238K | 5.1% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $209K | 4.4% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $204K | 4.3% | |
| JP Morgan JPMorgan Large Cap Growth R6 # | Other securities | — | — | $175K | 3.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $169K | 3.6% | |
| Participant Loans Interest rates at 3.25% - 8.50% 0 | Bonds / Notes | — | — | $168K | 3.6% | |
| STATE STREET RETI RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $159K | 3.4% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $121K | 2.6% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | Other securities | — | — | $58K | 1.2% | |
| MFS International Growth R6 # | Mutual Funds | — | — | $54K | 1.1% | |
| BlackRock High Yield K # | Other securities | — | — | $41K | 0.9% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $41K | 0.9% | |
| Vanguard Equity Income ADM # | Mutual Funds | — | — | $35K | 0.7% | |
| Nationwide Geneva Small Cap Growth R6 # | Other securities | — | — | $34K | 0.7% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $27K | 0.6% | |
| DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243 | Common Collective Trust | — | — | $27K | 0.6% | |
| John Hancock Disc Value Mid Cap Fund R6 # | Other securities | — | — | $26K | 0.6% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $25K | 0.5% | |
| STATE STREET RETIRE RIGHT RETIREMEN HAND BENEFITS & TRUST · EIN 74-2008758 / PN 228 | Common Collective Trust | — | — | $24K | 0.5% | |
| Hartford Schroders Intl Multi-Cap Value SDR # | Other securities | — | — | $24K | 0.5% | |
| Cohen & Steers Institutional Realty Shares # | Other securities | — | — | $23K | 0.5% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $20K | 0.4% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242 | Common Collective Trust | — | — | $18K | 0.4% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $18K | 0.4% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $17K | 0.4% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $17K | 0.4% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $12K | 0.3% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $12K | 0.3% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $10K | 0.2% | |
| Alliance Bernstein Global Bond Z # | Other securities | — | — | $7K | 0.1% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $5K | 0.1% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241 | Common Collective Trust | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Hand Benefits & Trust Retirement Right Stable Value I # | Stable Value | — | — | $2K | <0.1% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $2K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
