Dakotabilities 401(k) Retirement Plan
Sponsored by Dakotabilities, Inc. · EIN 460306216 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 177
- With balances
- 166
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $14,067 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,721 |
| Empower Advisory Group, Llc | Investment management | $2,028 |
| Envestnet Retirement Solutions, Llc | Other fees | -$564 |