Taresh Sharma signed DAKO Resources LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAKO Resources LLC's EIN is 38-3322128.
Download the official 2024 Form 5500 (PDF) for DAKO Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAKO Resources LLC's plan includes profit-sharing, automatic enrollment, a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KNAV CPA LLP | 92-3540684 | — | RETAINED BY PLAN SPONSOR | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 Fund Mutual funds | Mutual Funds | — | — | $3.0M | 14.3% | |
| Vanguard Target Ret 2055 Fund Mutual funds | Mutual Funds | — | — | $2.0M | 9.4% | |
| Vanguard Info Tech Idx Admiral Mutual funds | Common Collective Trusts | — | — | $1.8M | 8.8% | |
| Vanguard Target Ret 2050 Fund Mutual funds | Mutual Funds | — | — | $1.8M | 8.6% | |
| Vanguard Target Ret 2030 Fund Mutual funds | Mutual Funds | — | — | $1.6M | 7.4% | |
| Vanguard Target Ret 2060 Fund Mutual funds | Mutual Funds | — | — | $1.5M | 7.1% | |
| Vanguard Target Ret 2040 Fund Mutual funds | Mutual Funds | — | — | $1.4M | 6.7% | |
| Vanguard Target Ret 2045 Fund Mutual funds | Mutual Funds | — | — | $1.3M | 6.4% | |
| Vanguard Target Ret 2025 Fund Mutual funds | Mutual Funds | — | — | $1.0M | 5.0% | |
| iShares S&P 500 Index Fund K Mutual funds | Common Collective Trusts | — | — | $731K | 3.5% | |
| Nuveen Lg Cap Growth Index R6 Mutual funds | Mutual Funds | — | — | $638K | 3.1% | |
| Vanguard Balanced Index Ad Mutual funds | Mutual Funds | — | — | $328K | 1.6% | |
| Vanguard Target Ret 2065 Fund Mutual funds | Mutual Funds | — | — | $322K | 1.5% | |
| Vanguard Health Care Idx Adm Mutual funds | Common Collective Trusts | — | — | $259K | 1.2% | |
| Vanguard Ttl Stk Mrkt Indx Ad Mutual funds | Mutual Funds | — | — | $227K | 1.1% | |
| GG MetLife GAC 25554 CL 75 Common collective trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $213K | 1.0% | |
| Vanguard US Growth Fd Adm Sh Mutual funds | Mutual Funds | — | — | $203K | 1.0% | |
| Vanguard Target Ret 2020 Fund Mutual funds | Mutual Funds | — | — | $177K | 0.9% | |
| Vanguard Inter Term Bd Idx Adm Mutual funds | Common Collective Trusts | — | — | $161K | 0.8% | |
| Vanguard High Yield Corp Adml Mutual funds | Mutual Funds | — | — | $157K | 0.8% | |
| Nuveen Lg Cap Value Index R6 Mutual funds | Mutual Funds | — | — | $149K | 0.7% | |
| DFA US Large Cap Value Port Mutual funds | 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 | Common Stocks | — | — | $119K | 0.6% | |
| Vanguard LifeStrat Growth Inv Mutual funds | Mutual Funds | — | — | $111K | 0.5% | |
| Nuveen Intl Equity Index R6 Mutual funds | Common Collective Trusts | — | — | $106K | 0.5% | |
| Vanguard Explorer Fund Adm Mutual funds | Mutual Funds | — | — | $100K | 0.5% | |
| Vanguard Real Estate Index Adm Mutual funds | Mutual Funds | — | — | $96K | 0.5% | |
| Western Asset Core Plus Bd IS Mutual funds | Other securities | — | — | $90K | 0.4% | |
| Vanguard Sm Cap Index Fd Adm Mutual funds | 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 | Common Collective Trusts | — | — | $73K | 0.4% | |
| Vanguard MidCap Growth Ind Adm Mutual funds | Mutual Funds | — | — | $73K | 0.4% | |
| Davis Financial Fund Y Mutual funds | Other securities | — | — | $69K | 0.3% | |
| Vanguard Sm Cap Val Ind (Adm) Mutual funds | Mutual Funds | — | — | $60K | 0.3% | |
| JPMorgan US Govt MMkt Cap Cl Money market fund | Cash / Money Market | — | — | $54K | 0.3% | |
| Vanguard Small Growth Admiral Mutual funds | Mutual Funds | — | — | $49K | 0.2% | |
| Vanguard Mid Cap Index Admiral Mutual funds | Mutual Funds | — | — | $46K | 0.2% | |
| American Cent Mid Cap Value R6 Mutual funds | Other securities | — | — | $41K | 0.2% | |
| Vanguard Energy Index Fund Admiral Mutual funds | Common Collective Trusts | — | — | $31K | 0.1% | |
| Vanguard Emrg Mkts Stk Idx Admiral Mutual funds | Common Collective Trusts | — | — | $29K | 0.1% | |
| Vanguard Utilities Index Admiral Mutual funds | Mutual Funds | — | — | $28K | 0.1% | |
| Vanguard LifeStrat Cons Gr Inv Mutual funds | Mutual Funds | — | — | $25K | 0.1% | |
| Vanguard Mid-Cap Val Index Admiral Mutual funds | Mutual Funds | — | — | $22K | 0.1% | |
| Vanguard LifeStrat Mod Growth I Mutual funds | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard LifeStrat Inc Inv Shares Mutual funds | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE, FENNER SMITH | 13-5674085 | — | RETAINED BY PLAN SPONSOR | $42K | — |
