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Original filing (PDF)20250911131737NAL0000257699001
DAKO RESOURCES LLC
Form 5500
FILING_RECEIVED
DAKO RESOURCES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
826
Accounts w/ balance
989
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAKO RESOURCES LLC.
Plan sponsor
Name
DAKO RESOURCES LLC
EIN
38-3322128
Address
2966 INDUSTRIAL ROW · TROY, MI · 48084
Phone
(248) 655-0100
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-11
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2J · 401(k) feature
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $86K | — |
| MERRILL LYNCH PIERCE, FENNER SMITH | 13-5674085 | — | RETAINED BY PLAN SPONSOR | $42K | — |
| KNAV CPA LLP | 92-3540684 | — | RETAINED BY PLAN SPONSOR | $7K | — |
Investments
45 direct securities · 3 pooled funds· $21.1M(100% of reported assets)
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.
Uncategorized
$20.6M
45 holdings
Common Collective Trust
$431K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund Mutual funds | — | — | — | $3.0M | 14.3% | |
| Vanguard Target Ret 2055 Fund Mutual funds | — | — | — | $2.0M | 9.4% | |
| Vanguard Info Tech Idx Admiral Mutual funds | — | — | — | $1.8M | 8.8% | |
| Vanguard Target Ret 2050 Fund Mutual funds | — | — | — | $1.8M | 8.6% | |
| Vanguard Target Ret 2030 Fund Mutual funds | — | — | — | $1.6M | 7.4% | |
| Vanguard Target Ret 2060 Fund Mutual funds | — | — | — | $1.5M | 7.1% | |
| Vanguard Target Ret 2040 Fund Mutual funds | — | — | — | $1.4M | 6.7% | |
| Vanguard Target Ret 2045 Fund Mutual funds | — | — | — | $1.3M | 6.4% | |
| Vanguard Target Ret 2025 Fund Mutual funds | — | — | — | $1.0M | 5.0% | |
| iShares S&P 500 Index Fund K Mutual funds | — | — | — | $731K | 3.5% | |
| Nuveen Lg Cap Growth Index R6 Mutual funds | — | — | — | $638K | 3.1% | |
| Vanguard Balanced Index Ad Mutual funds | — | — | — | $328K | 1.6% | |
| Vanguard Target Ret 2065 Fund Mutual funds | — | — | — | $322K | 1.5% | |
| Vanguard Health Care Idx Adm Mutual funds | — | — | — | $259K | 1.2% | |
| Vanguard Ttl Stk Mrkt Indx Ad Mutual funds | — | — | — | $227K | 1.1% | |
| GG MetLife GAC 25554 CL 75 Common collective trust | — | — | — | $220K | 1.1% | |
| METLIFE STABLE VALUE SOLUTIONS WILMINGTON TRUST, N.A. · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $220K | 1.1% | |
| Vanguard Target Ret Income Fund Mutual funds | — | — | — | $213K | 1.0% | |
| Vanguard US Growth Fd Adm Sh Mutual funds | — | — | — | $203K | 1.0% | |
| Vanguard Target Ret 2020 Fund Mutual funds | — | — | — | $177K | 0.9% | |
| Vanguard Inter Term Bd Idx Adm Mutual funds | — | — | — | $161K | 0.8% | |
| Vanguard High Yield Corp Adml Mutual funds | — | — | — | $157K | 0.8% | |
| Nuveen Lg Cap Value Index R6 Mutual funds | — | — | — | $149K | 0.7% | |
| DFA US Large Cap Value Port Mutual funds | — | — | — | $142K | 0.7% | |
| MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $128K | 0.6% | |
| The Investment Co of Amer R6 Mutual funds | — | — | — | $119K | 0.6% | |
| Vanguard LifeStrat Growth Inv Mutual funds | — | — | — | $111K | 0.5% | |
| Nuveen Intl Equity Index R6 Mutual funds | — | — | — | $106K | 0.5% | |
| Vanguard Explorer Fund Adm Mutual funds | — | — | — | $100K | 0.5% | |
| Vanguard Real Estate Index Adm Mutual funds | — | — | — | $96K | 0.5% | |
| Western Asset Core Plus Bd IS Mutual funds | — | — | — | $90K | 0.4% | |
| Vanguard Sm Cap Index Fd Adm Mutual funds | — | — | — | $89K | 0.4% | |
| INTERNATIONAL GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $82K | 0.4% | |
| Dako Resources, L.L.C. 401(k) Profit Sharing Plan & Trust Financial Statements December 31, 2024, and December 31, 2023 Vanguard Ttl Wrld Stk Idx Admiral Mutual funds | — | — | — | $73K | 0.4% | |
| Vanguard MidCap Growth Ind Adm Mutual funds | — | — | — | $73K | 0.4% | |
| Davis Financial Fund Y Mutual funds | — | — | — | $69K | 0.3% | |
| Vanguard Sm Cap Val Ind (Adm) Mutual funds | — | — | — | $60K | 0.3% | |
| JPMorgan US Govt MMkt Cap Cl Money market fund | — | — | — | $54K | 0.3% | |
| Vanguard Small Growth Admiral Mutual funds | — | — | — | $49K | 0.2% | |
| Vanguard Mid Cap Index Admiral Mutual funds | — | — | — | $46K | 0.2% | |
| American Cent Mid Cap Value R6 Mutual funds | — | — | — | $41K | 0.2% | |
| Vanguard Energy Index Fund Admiral Mutual funds | — | — | — | $31K | 0.1% | |
| Vanguard Emrg Mkts Stk Idx Admiral Mutual funds | — | — | — | $29K | 0.1% | |
| Vanguard Utilities Index Admiral Mutual funds | — | — | — | $28K | 0.1% | |
| Vanguard LifeStrat Cons Gr Inv Mutual funds | — | — | — | $25K | 0.1% | |
| Vanguard Mid-Cap Val Index Admiral Mutual funds | — | — | — | $22K | 0.1% | |
| Vanguard LifeStrat Mod Growth I Mutual funds | — | — | — | $12K | <0.1% | |
| Vanguard LifeStrat Inc Inv Shares Mutual funds | — | — | — | $10K | <0.1% |
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