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Original filing (PDF)20251014094808NAL0002445313001
DLORAH, INC.
Form 5500
FILING_RECEIVED
DLORAH, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
230
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Century Asset American Funds Am Bal R6" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DLORAH, INC..
Plan sponsor
Name
DLORAH, INC.
DBA
NATIONAL AMERICAN UNIVERSITY
EIN
46-0276203
Address
4020 JACKSON BLVD. · SUITE 1 · RAPID CITY, SD · 57702
Phone
(605) 721-5200
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $24K | — |
| SIKICH CAPITAL MANAGEMENT, LLC | 36-3168081 | — | NONE | $11K | — |
Investments
22 direct securities· $7.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Asset American Funds Am Bal R6 | — | — | — | $2.6M | 33.8% | |
| Standard Retirement Services, Inc. The Standard Stable Asset Fund | — | — | — | $1.6M | 20.8% | |
| JHancock Bond R6 | — | — | — | $1.2M | 15.9% | |
| Fidelity Advisor Series Fidelity 500 Index | — | — | — | $490K | 6.3% | |
| MFS International Growth R5 | — | — | — | $435K | 5.6% | |
| AllianceBerstein AB Large CAP Growth Fund Class Z | — | — | — | $263K | 3.4% | |
| Vanguard Equity Income Adm | — | — | — | $251K | 3.3% | |
| Vanguard Wellesley Inc Adm | — | — | — | $185K | 2.4% | |
| Fidelity Advisor Series Fidelity Small Cap Index | — | — | — | $137K | 1.8% | |
| Vanguard Tar Rtmnt 2035 Inv | — | — | — | $111K | 1.4% | |
| MFS Mid Cap Value R6 | — | — | — | $100K | 1.3% | |
| Carillon Eagle Carillon Eagle MC Growth R6 | — | — | — | $89K | 1.2% | |
| Vanguard Tar Rtmnt 2040 Inv | — | — | — | $58K | 0.7% | |
| from 2026 to 2029 | — | — | — | $49K | 0.6% | |
| Fidelity Advisor Series Fidelity International Index | — | — | — | $49K | 0.6% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares | — | — | — | $19K | 0.2% | |
| Vanguard Target Rtmt Inc Inv | — | — | — | $12K | 0.2% | |
| American Century Asset American Funds New Perspective R6 | — | — | — | $11K | 0.1% | |
| American Century Asset American Century Small Cap Value R6 | — | — | — | $9K | 0.1% | |
| American Century Asset American FDS Inflation Lnk BD FD R6 | — | — | — | $7K | <0.1% | |
| Voya Small Cap Growth | — | — | — | $3K | <0.1% | |
| Vanguard Tar Rtmnt 2025 Inv | — | — | — | $1K | <0.1% |