Plan Snapshot
- Plan Sponsor: Dynamic Resource Group, INC.
- Sponsor EIN: 350286750
- Sponsor Address: 269 S JEFFERSON ST, BERNE, IN, 46711
- Plan Type: 401(k)
- Total Participants: 438
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 438 | $33.4M | $600,547 | $1.1M |
| 2023 | 503 | $34.9M | $651,387 | $1.1M |
| 2022 | 558 | $32.3M | $623,876 | $1.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $9,668 | — | $9,668 |
| DYNAMIC RESOURCE GROUP EMPLOYEE RET | OTHER | $7,000 | — | $7,000 |
| HAINES, ISENBARGER & SKIBA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAINES, ISENBARGER & SKIBA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,668
- Estimated Expense Ratio: 0.050% 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 | $20,378 | — | — | — | — |
| 2023 | $8,300 | — | — | — | — |
| 2022 | $11,425 | — | — | — | — |