Filings through Oct 24, 2026.

Retirement plan

Dakkota Integrated Systems 401(k) Plan

Name: DAKKOTA INTEGRATED SYSTEMS, LLC - DAKKOTA INTEGRATED SYSTEMS 401(K) PLAN (2025) Form 5500
Creator: DAKKOTA INTEGRATED SYSTEMS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAKKOTA INTEGRATED SYSTEMS 401(K) PLAN, DAKKOTA INTEGRATED SYSTEMS, LLC

Dakkota Integrated Systems, LLCEIN 38-3609324Plan #001PY 2025

4147 KELLER RD - HOLT, MI 48842248-912-3919dakkota.comLinkedIn1001-5000 employeesautomotive

Prospect flagsLow assets / participantFailed to transmit contributionsPossible retail share class: $53KFund lineup: 20 funds, $50.7M

How to read this page

Total assets (EOY)

$52.6M

+16.9% from 2023

Total participants

1,922

-1.6% from 2023

Average account balance

$33,178

+38.0% from 2023

Annual return

15.91%

-2.64 pp from 2023

Benchmarks

See 821 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort821 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$232,342
ONEDIGITAL INVESTMENT ADVISORS LLC3 years Service code 27 PO BOX 735399 · DALLAS, TX 753735399	Advisory (Plan)	$37,377
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$29,690

Fund lineup

CSV with Pro

20 funds of $250K or more; 19 lines in all, holding $50.7M of the plan's $52.6M. From the 2025 filing. Recordkeeper: Empower.

In collective trusts80%median 0% for plans of $50M to $250M (12,546 plans)

In index funds90%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series71%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, collective trust, 71% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Collective trust Target-date, 8 vintages	BlackRock	Collective trust	$36.0M	71.0%
BlackRock LifePath Index Retire K BlackRock · Collective trust Index	BlackRock	Collective trust	$3.8M	7.6%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3.1M	6.0%
Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.6M	3.1%
Bond Fund OF America Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$954K	1.9%
Large Cap Growth / MFS Fund MFS (Sun Life) · Separate account	MFS (Sun Life)	Separate account	$904K	1.8%
Reliance Trst NY Life Anchor-Ser I-0 Manager not matched · Insurance contract	Not yet matched	Insurance contract	$750K	1.5%
MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$660K	1.3%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$567K	1.1%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$543K	1.1%

See the other 9 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$299K

$220 / participant

Recordkeeping$232K77.6%
Investment mgmt$67K22.4%

% of EOY assets

0.569%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

EMPOWER ADVISORY GROUP, LLC1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$232,342

ONEDIGITAL INVESTMENT ADVISORS LLC3 years

Service code 27

PO BOX 735399 · DALLAS, TX 753735399

Advisory (Plan)

$37,377

EMPOWER ADVISORY GROUP, LLC4 years

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$29,690

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Collective trust

Target-date, 8 vintages

$36.0M

71.0%

BlackRock LifePath Index Retire K

BlackRock · Collective trust

Index

$3.8M

7.6%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$3.1M

6.0%

Fidelity Total International Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.6M

3.1%

Bond Fund OF America Class R-6

Capital Group · Mutual fund

$954K

1.9%

Large Cap Growth / MFS Fund

MFS (Sun Life) · Separate account

$904K

1.8%

Reliance Trst NY Life Anchor-Ser I-0

Manager not matched · Insurance contract

$750K

1.5%

MFS International Diversification Fund R6

MFS (Sun Life) · Mutual fund

$660K

1.3%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$567K

1.1%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$543K

1.1%

Dakkota Integrated Systems 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Dakkota Integrated Systems 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion