Plan Snapshot
- Plan Sponsor: Dakota Consulting, INC.
- Sponsor EIN: 201419888
- Sponsor Address: 12505 PARK POTOMAC AVENUE 6TH FLOOR, POTOMAC, MD, 20854
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 4 | $7.4M | $34,393 | $125,565 |
| 2023 | 15 | $9.4M | $206,125 | $229,597 |
| 2022 | 134 | $8.6M | $180,160 | $587,027 |
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 |
|---|---|---|---|---|
| RUBINO & COMPANY, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY, CHARTERED — 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 | $44,446 | $8,327 | — | — | — |
| 2023 | $42,730 | $27,527 | — | — | — |
| 2022 | $43,806 | — | $43,806 | — | — |