Dakota Software Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dakota Software Corporation
  • Sponsor EIN: 161444228
  • Sponsor Address: 1082 CHAPELHILL DR, VICTOR, NY, 14564
  • Plan Type: 401(k)
  • Total Participants: 53
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202453$6.3M$109,963$333,795
202338$5.4M$98,596$294,512
202227$4.3M$62,314$205,117

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