Plan Snapshot
- Plan Sponsor: First Dakota Title Limited Partnership
- Sponsor EIN: 460404904
- Sponsor Address: 600 SOUTH MAIN AVENUE 101, SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $3.5M
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 | 88 | $3.5M | $51,550 | $342,689 |
| 2023 | 86 | $3.3M | $55,691 | $359,693 |
| 2022 | 105 | $3.1M | $59,805 | $387,489 |
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 |
|---|---|---|---|---|
| ELO PROF. L.L.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELO PROF. L.L.C. — 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 | $22,137 | $22,137 | — | — | — |
| 2023 | $13,397 | — | — | — | — |
| 2022 | $14,574 | — | $14,574 | — | — |