Dakota Wealth DBA Dakota Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,201

Total plan assets

$121.7M

Filings (rows)

Direct comp

$191K

Indirect comp

Showing only "DAKOTA WEALTH DBA DAKOTA WEALTH"

View all 3 variants aggregated →

DAKOTA WEALTH3 DAKOTA WEALTH DBA DAKOTA WEALTH2 DAKOTA WEALTH MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	586	$65.3M	$106K	$0
Minnesota AG Power, Inc. DBA Midwest Machinery Co. Midwest Machinery Co. 401(k) Plan · all filings	GLENCOE, MN	Advisor / Consultant	615	$56.4M	$85K	$0