Kimberly Kuipers signed Dakota Eye Institute, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dakota Eye Institute, PC's EIN is 45-0413089.
Download the official 2024 Form 5500 (PDF) for Dakota Eye Institute, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dakota Eye Institute, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $738 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Adv Mutual fund | Other securities | — | — | $4.1M | 13.3% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $3.6M | 11.7% | |
| American Funds 2025 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $2.7M | 8.8% | |
| Baird Core Plus Bond Inst Mutual fund | Other securities | — | — | $2.4M | 7.8% | |
| American Funds 2030 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $2.1M | 6.7% | |
| Dodge & Cox Stock - I Mutual fund | Mutual Funds | — | — | $1.9M | 6.2% | |
| American Funds 2040 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $1.8M | 5.8% | |
| American Funds 2050 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $1.7M | 5.5% | |
| Empower International Value Instl Mutual fund | Other securities | — | — | $1.2M | 3.9% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $1.2M | 3.8% | |
| Cohen & Steers Real Estate Securities A Mutual fund | Other securities | — | — | $1.1M | 3.7% | |
| Vanguard Total Stock Mkt Idx Adm Mutual fund | Common Collective Trusts | — | — | $953K | 3.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $829K | 2.7% | |
| BlackRock 80/20 Target Allocation Instl Mutual fund | Other securities | — | — | $692K | 2.3% | |
| American Funds New World R6 Mutual fund | Mutual Funds | — | — | $625K | 2.0% | |
| BlackRock 60/40 Target Allocation Instl Mutual fund | Other securities | — | — | $517K | 1.7% | |
| American Funds 2045 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $461K | 1.5% | |
| BlackRock High Yield Bond Instl Mutual fund | Other securities | — | — | $441K | 1.4% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $415K | 1.4% | |
| American Funds 2035 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $355K | 1.2% | |
| Empower Annuity Insurance Company of America Fixed Account/General Account | Common Stocks | — | — | $340K | 1.1% | |
| American Funds 2055 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $311K | 1.0% | |
| American Century Small Cap Growth R6 Mutual fund | Other securities | — | — | $290K | 0.9% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $286K | 0.9% | |
| American Funds 2060 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $260K | 0.8% | |
| Notes receivable from participants Participant loans with varying - | Participant loans | — | — | $127K | 0.4% | |
| BlackRock 40/60 Target Allocation Instl Mutual fund | Other securities | — | — | $86K | 0.3% | |
| American Funds 2020 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds 2065 Trgt Date Retirement R6 Mutual fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORGAN STANLEY |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $43K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAKOTA EYE INSTITUTE | — | BISMARCK, ND | OTHER | $65 | — |
