# Dynamic Lifecycle Innovations INC. 401(k) Plan
Source: https://planprovider.pro/companies/dynamic-lifecycle-innovations-inc-401k-plan

> Dynamic Lifecycle Innovations INC.'s 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dynamic Lifecycle Innovations INC.

- **Sponsor EIN:** 421716171

- **Sponsor Address:** N5549 COUNTY ROAD Z, ONALASKA, WI, 54650

- **Plan Type:** 401(k)

- **Total Participants:** 330

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|330|$15.8M|$604,120|$1.5M|

| 2023|311|$11.6M|$534,756|$1.4M|

| 2022|297|$8.6M|$467,002|$1.3M|

## 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|

| TRUST POINT INC|NONE|$76,071|—|$76,071|

| ENGELSON & ASSOCIATES, LTD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,071

- **Estimated Expense Ratio:** 0.481% 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|$76,071|$76,071|—|—|—|

| 2023|$62,929|$62,929|—|—|—|

| 2022|$49,619|—|—|—|$49,619|

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