Melissa Lunak signed Dakota Supply Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dakota Supply Group, Inc.'s EIN is 45-0421041.
Download the official 2024 Form 5500 (PDF) for Dakota Supply Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dakota Supply Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $11.3M | 14.6% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | $0 | $9.9M | 12.8% | |
| T. Rowe Price Grth Stk I Fnd | Other securities | — | $0 | $9.2M | 11.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | $0 | $8.4M | 10.8% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | $442K | $7.6M | 9.7% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | $907K | $4.1M | 5.3% | |
| Prin/Multi Sm Cap CIT N | Common Collective Trusts | — | $0 | $3.1M | 4.0% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $3.1M | 4.0% | |
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $613K | $3.0M | 3.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $116K | $2.2M | 2.8% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $0 | $2.2M | 2.8% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $449K | $1.7M | 2.2% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.6M | 2.0% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $652K | $1.6M | 2.0% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $930K | $1.5M | 2.0% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| Metropolitan Wt Tl Rtn Bd Plan | Other securities | — | $0 | $1.3M | 1.7% | |
| JP Morgan Mid Cap Eq R6 Fund | Other securities | — | $604K | $1.3M | 1.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $907K | 1.2% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $652K | 0.8% |
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
