How big is First Dakota Title Limited Partnership's plan?

First Dakota Title Limited Partnership's plan reported $3.5M in assets and 88 participants for 2024.

Original filing (PDF)20251003151144NAL0000933987001

First Dakota Title Limited Partnership

Name: First Dakota Title Limited Partnership — Form 5500 Plan 001 (2024)
Creator: First Dakota Title Limited Partnership
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Dakota Title 401(k) Plan

401(k) retirement plan · First Dakota Title Limited Partnership's First Dakota Title 401(k) Plan held $3.5M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

153

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Chris Sweetwood signed First Dakota Title Limited Partnership's 2024 Form 5500 as plan administrator.

Chris Sweetwood — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

First Dakota Title Limited Partnership's EIN is 46-0404904.

EIN 46-0404904

Plan number 001

Plan year 2024

ACK ID 20251003151144NAL0000933987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Dakota Title Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Dakota Title Limited Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FIRST DAKOTA TITLE LIMITED PARTNERSHIP

EIN

all filings

Address

600 SOUTH MAIN AVENUE 101 · SIOUX FALLS, SD · 57104

Phone

(605) 338-6505

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-03

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST INTERSTATE WEALTH MANAGEMENT	—	BILLINGS, MT	INVESTMENT ADVISOR	$22K	—

Investments

27 direct securities· $3.5M(100% of reported assets)

Other securities

$2.8M

19 holdings

Common Collective Trusts

$519K

4 holdings

Mutual Funds

$97K

2 holdings

Bonds / Notes

$9K

1 holding

Stable Value

$5K

1 holding

					% of plan
T. Rowe Price Target 2030 Mutual Fund	Other securities	—	—	$578K	16.6%
Hardford Dividend and Growth Mutual Fund	Other securities	—	—	$326K	9.4%
T. Rowe Price Target 2050 Mutual Fund	Other securities	—	—	$274K	7.9%
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$273K	7.8%
T. Rowe Price Target 2055 Mutual Fund	Other securities	—	—	$269K	7.7%
JPMorgan Large Cap Growth Mutual Fund	Other securities	—	—	$256K	7.4%
T. Rowe Price Target 2040 Mutual Fund	Other securities	—	—	$247K	7.1%
T. Rowe Price Target 2035 Mutual Fund	Other securities	—	—	$217K	6.2%
Hartford Schroders International Mutual Fund	Other securities	—	—	$165K	4.7%
Vanguard Small‐Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$146K	4.2%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$116K	3.3%
Vanguard Mid‐Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$96K	2.8%
T. Rowe Price Target 2060 Mutual Fund	Other securities	—	—	$95K	2.7%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$87K	2.5%
Western Asset Core Plus Bond Mutual Fund	Other securities	—	—	$70K	2.0%
T. Rowe Price Target 2045 Mutual Fund	Other securities	—	—	$59K	1.7%
PGIM Jennison International Opps Mutual Fund	Other securities	—	—	$57K	1.6%
PGIM High Yield Mutual Fund	Other securities	—	—	$52K	1.5%
T. Rowe Price Target 2025 Mutual Fund	Other securities	—	—	$33K	1.0%
T. Rowe Price Target 2065 Mutual Fund	Other securities	—	—	$16K	0.5%
Blackrock Mid‐Cap Growth Equity Mutual Fund	Other securities	—	—	$10K	0.3%
Lord Abbett Developing Growth Mutual Fund	Mutual Funds	—	—	$10K	0.3%
Notes Receivable from Participants 5.25% ‐ 10.50%	Bonds / Notes	—	—	$9K	0.2%
American Century Small Cap Value Mutual Fund	Other securities	—	—	$6K	0.2%
EI Fixed Account ‐ Series Class I Guaranteed Investment Contract	Stable Value	—	—	$5K	0.2%
Federated Capital Preservation Fund Collective Trust	Common Collective Trusts	—	—	$4K	0.1%
Baron Real Estate Mutual Fund	Other securities	—	—	$3K	<0.1%