Original filing (PDF)20250729161552NAL0001467011001

DAKOTALAND FEDERAL CREDIT UNION

Name: DAKOTALAND FEDERAL CREDIT UNION — DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: DAKOTALAND FEDERAL CREDIT UNION

Form 5500

FILING_RECEIVED

DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

173

Accounts w/ balance

240

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 60K (4% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAKOTALAND FEDERAL CREDIT UNION.

Plan sponsor

Name

DAKOTALAND FEDERAL CREDIT UNION

EIN

46-0224867

Address

2297 KANSAS AVE SE STE 1 · HURON, SD · 57350

Phone

(605) 352-2845

Industry

Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS FINANCIAL LLC	—	SAINT LOUIS, MO	NONE	$25K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS	48-1205033	—	NONE	$30K	—
ENVESTNET RETIREMENT SOLUTIONS, LLC

Investments

27 direct securities· $19.2M(100% of reported assets)

					% of plan
American Funds 2050 Target Date	Other securities	—	—	$3.1M	15.9%
American Funds 2055 Target Date	Other securities	—	—	$2.0M	10.4%
American Funds 2040 Target Date	Other securities	—	—	$1.9M	9.8%
American Funds 2060 Target Date	Other securities	—	—	$1.6M	8.1%
American Funds 2045 Target Date	Other securities	—	—	$1.2M	6.1%
American Funds Growth Fund	Other securities	—	—	$1.2M	6.0%
Vanguard Mid-Cap Index Admiral	Other securities	—	—	$995K	5.2%
American Funds Europacific	Other securities	—	—	$857K	4.5%
Vanguard Small-Cap Index Admiral	Other securities	—	—	$852K	4.4%
American Funds 2030 Target Date	Other securities	—	—	$769K	4.0%
American Funds Washington Mutual	Other securities	—	—	$631K	3.3%
Vanguard Value Index Admiral	Other securities	—	—	$598K	3.1%
American Funds 2035 Target Date	Other securities	—	—	$570K	3.0%
Vanguard 500 Index Admiral	Other securities	—	—	$523K	2.7%
American Funds New World	Other securities	—	—	$522K	2.7%
CMFG Stable Value A23*	Other securities	—	—	$358K	1.9%
Vanguard Growth Index Admiral	Other securities	—	—	$325K	1.7%
American Funds 2025 Target Date	Other securities	—	—	$323K	1.7%
Principal Real Estate Securities	Other securities	—	—	$289K	1.5%
American Funds 2065 Target Date	Other securities	—	—	$235K	1.2%
American Funds Income	Other securities	—	—	$184K	1.0%
Vanguard Total Bond Market Index Admiral	Other securities	—	—	$109K	0.6%
American Funds Balanced	Other securities	—	—	$103K	0.5%
Vanguard High-Yield Corporate	Other securities	—	—	$59K	0.3%
American Funds 2020 Target Date	Other securities	—	—	$51K	0.3%
American Funds Capital Income Builder	Other securities	—	—	$23K	0.1%
Macquarie Mid Cap Growth	Other securities	—	—	$5K	<0.1%