Plan Snapshot
- Plan Sponsor: Dynamis, INC.
- Sponsor EIN: 261943446
- Sponsor Address: 3130 FAIRVIEW PARK DR. SUITE 300, FALLS CHURCH, VA, 22042
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $9.7M | $322,008 | $722,097 |
| 2023 | 109 | $9.0M | $344,943 | $766,253 |
| 2022 | 118 | $7.8M | $348,256 | $731,026 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $32,869 | — | $32,869 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $23,779 | — | $23,779 |
| KWC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KWC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,648
- Estimated Expense Ratio: 0.583% 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 | $32,829 | — | — | — | — |
| 2023 | $27,750 | $20,132 | — | — | — |
| 2022 | $47,645 | $20,668 | $26,977 | — | — |