Angela Whitman signed Dakkota Integrated Systems, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dakkota Integrated Systems, LLC's EIN is 38-3609324.
Download the official 2023 Form 5500 (PDF) for Dakkota Integrated Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Dakkota Integrated Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $194K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2030 K N/R | Mutual Funds | — | — | $5.6M | 12.5% | |
| BLACKROCK LIFEPATH INDEX 2035 K N/R | Mutual Funds | — | — | $5.4M | 11.9% | |
| BLACKROCK LIFEPATH INDEX 2040 K N/R | Mutual Funds | — | — | $5.2M | 11.5% | |
| BLACKROCK LIFEPATH INDEX 2050 K N/R | Mutual Funds | — | — | $3.6M | 8.0% | |
| BLACKROCK K Mutual Fund BLACKROCK LIFEPATH INDEX 2025 K N/R | Other securities | — | — | $3.4M | 7.5% | |
| BLACKROCK LIFEPATH INDEX 2045 K N/R | Mutual Funds | — | — | $2.8M | 6.3% | |
| FIDELITY 500 INDEX N/R | Mutual Funds | — | — | $2.8M | 6.3% | |
| BLACKROCK LIFEPATH INDEX 2055 K N/R | Mutual Funds | — | — | $2.8M | 6.2% | |
| Participant Loans Interest rates from 5.25% - 10.50% $0 | Bonds / Notes | — | — | $1.9M | 4.1% | |
| BLACKROCK LIFEPATH INDEX 2060 K N/R | Mutual Funds | — | — | $1.8M | 4.1% | |
| AMERICAN FUNDS BOND FUND OF AMER N/R | Mutual Funds | — | — | $1.5M | 3.3% | |
| FIDELITY TOTAL INTERNATIONAL INDEX N/R | Mutual Funds | — | — | $1.5M | 3.2% | |
| BLACKROCK LIFEPATH INDEX N/R | Mutual Funds | — | — | $901K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2065 K N/R | Mutual Funds | — | — | $778K | 1.7% | |
| Common Collective Trust RELIANCE TRST NY LIFE ANCHOR-SER I-0 N/R | Common Collective Trusts | — | — | $729K | 1.6% | |
| FIDELITY MID CAP INDEX N/R | Mutual Funds | — | — | $723K | 1.6% | |
| MFS GROWTH R6 N/R | Mutual Funds | — | — | $649K | 1.4% | |
| JPMORGAN EQUITY INCOME R6 N/R | Mutual Funds | — | — | $504K | 1.1% | |
| FIDELITY SMALL CAP INDEX N/R | Mutual Funds | — | — | $500K | 1.1% | |
| PIMCO INCOME INSTL N/R | Mutual Funds | — | — | $398K | 0.9% | |
| BLACKROCK INFLATION PRTED BD N/R | Mutual Funds | — | — | $307K | 0.7% | |
| INVESCO DEVELOPING MARKETS R6 N/R | Mutual Funds | — | — | $275K | 0.6% | |
| R6 Mutual Fund AMERICAN FUNDS EUROPACIFIC GR R6 N/R | Mutual Funds | — | — | $225K | 0.5% | |
| RETIREMENT K Mutual Fund COHEN & STEERS INSTL REALTY SHARES N/R | Other securities | — | — | $211K | 0.5% | |
| MFS MID CAP VALUE R6 N/R | Mutual Funds | — | — | $203K | 0.5% | |
| Common Collective Trust SMALL CAP VALUE FUND II FEE CLASS R1 N/R | Common Collective Trusts | — | — | $195K | 0.4% | |
| Common Collective Trust MID CAP GROWTH FUND FEE CLASS R1 N/R | Common Collective Trusts | — | — | $93K | 0.2% | |
| Common Collective Trust SMALL CAP GROWTH FUND CLASS R1 N/R | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | OTHER | $0 | — |
