Dakotaland Federal Credit Union 401(k) Plan & Trust
Sponsored by Dakotaland Federal Credit Union · EIN 460224867 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 173
- With balances
- 240
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 98% | 2024 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $30,433 |
| Wells Fargo Advisors Financial Llc | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan), Direct payment from the plan | $5,433 |