Plan Snapshot
- Plan Sponsor: Dynamic Industrial Group, LLC
- Sponsor EIN: 260733383
- Sponsor Address: 54347 HIGHLAND BOULEVARD, ELKHART, IN, 46517
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $5.2M
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. |
|---|---|---|---|---|
| 2023 | 341 | $5.2M | $212,428 | $657,772 |
| 2022 | 341 | $4.6M | $201,391 | $631,518 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $64,940 | — | $64,940 |
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $26,222 | — | $26,222 |
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- KRUGGEL LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,162
- Estimated Expense Ratio: 1.746% 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 |
|---|---|---|---|---|---|
| 2023 | $45,581 | $13,111 | — | — | — |
| 2022 | $31,898 | — | — | — | — |