AUMdb

Dakota Red Corporation 401(k) Profit Sharing Plan

Sponsored by Dakota Red Corporation · EIN 421304397 · Plan #001

Total assets
$32.0M
Net assets
$32.0M
Active participants
164
With balances
230

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
Envestnet Retirement Solutions, Llc CRD 171570 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bank Of America Na Investment advisory (plan), Direct payment from the plan $70,859
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $49,817
Bghn Accounting, Direct payment from the plan $10,000
Envestnet Retirement Solutions Llc Investment advisory (plan), Direct payment from the plan $9,500