How big is Dakota Wealth Management's plan?

Dakota Wealth Management's plan reported $7.6M in assets and 90 participants for 2024.

Original filing (PDF)20251013193240NAL0001790673001

Dakota Wealth Management

Name: Dakota Wealth Management — Dakota Wealth Management, Form 5500 (2024)
Creator: Dakota Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dakota Wealth Management 401(k) Plan

401(k) retirement plan · Dakota Wealth Management's Dakota Wealth Management 401(k) Plan held $7.6M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Dakota Wealth Management's EIN is 82-2787533.

EIN 82-2787533

Plan number 001

Plan year 2024

ACK ID 20251013193240NAL0001790673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dakota Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAKOTA WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score