Plan Snapshot
- Plan Sponsor: Dynamic Access, LLC
- Sponsor EIN: 900198507
- Sponsor Address: 2600 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 548
- Total Assets: $10.5M
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 | 548 | $10.5M | $419,349 | $1.3M |
| 2023 | 310 | $8.8M | $367,753 | $1.2M |
| 2022 | 271 | $6.7M | $319,097 | $883,880 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,600 | — | $12,600 |
| NFP CORPORATE SERVICES (MN) INC | ADVISOR | $12,368 | — | $12,368 |
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,968
- Estimated Expense Ratio: 0.237% of plan assets
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 | $25,966 | $13,366 | — | — | — |
| 2023 | $33,273 | — | $33,273 | — | — |
| 2022 | $18,591 | $14,951 | $3,640 | — | — |