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  2. ORTHODAKOTA, LLC
Sponsor portfolio

ORTHODAKOTA, LLC

EIN 87-3533081-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
11
350 23RD AVE, SUITE 102 - FARGO, ND 58078701-707-0200
Plans on this EIN
2 filings
#001401k-$1.4M - 6 part#002CashBalance-$467K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • DAKOTA, LLC 401(K) (#001)75%
  • CASH BALANCE PENSION (#002)25%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAKOTA, LLC 401(K) (#001)6
  • CASH BALANCE PENSION (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHO DAKOTA, LLC 401(K) PLAN

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHODAKOTA, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$467K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHO DAKOTA, LLC 401(K) PLAN401k$1.4M62024
002ORTHODAKOTA, LLC CASH BALANCE PENSION PLANCashBalance$467K52024
Retirement plans
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