Dakota Specialty Enterprises Retirement Plan
Sponsored by Dakota Specialty Enterprises · EIN 810953937 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 187
- With balances
- 223
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $16,687 |
| Richey, May & Co., Llp | Accounting, Direct payment from the plan | $11,900 |
| Bell Bank Wealth Management | Consulting (general), Investment advisory (plan), Direct payment from the plan | $7,500 |