Plan Snapshot
- Plan Sponsor: Dyn 365, INC.
- Sponsor EIN: 452758311
- Sponsor Address: 500 TECHNOLOGY DRIVE STE 200, IRVINE, CA, 926181344
- Plan Type: 401(k)
- Total Participants: 770
- Total Assets: $31.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 770 | $31.8M | $2.3M | $5.2M |
| 2023 | 618 | $18.9M | $1.6M | $3.5M |
| 2022 | 453 | $10.4M | $996,088 | $2.6M |
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 |
|---|---|---|---|---|
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WRIGHT FORD YOUNG & CO. — 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 | $68,937 | $60,868 | $8,069 | — | — |
| 2023 | $43,769 | $38,619 | $5,150 | — | — |
| 2022 | $23,714 | $20,134 | $3,580 | — | — |