Plan Snapshot
- Plan Sponsor: Dakota Community Bank & Trust
- Sponsor EIN: 450192605
- Sponsor Address: 1727 STATE STREET, BISMARCK, ND, 585011999
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $31.6M | $362,527 | $1.1M |
| 2023 | 163 | $26.9M | $340,145 | $1.0M |
| 2022 | 161 | $23.9M | $331,392 | $974,962 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KCOE ISOM, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KCOE ISOM, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $91,101 | — | — | — | — |
| 2023 | $78,800 | — | $8,559 | — | — |
| 2022 | $89,577 | $86,490 | $3,087 | — | — |