# Dynamic Access, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dynamic-access-llc-401k-plan

> Dynamic Access, LLC's 401(k) plan: 548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/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|—|—|

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