# Dynamo Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dynamo-software-inc-401k-plan

> Dynamo Software, INC.'s 401(k) plan: 143 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Dynamo Software, INC.

- **Sponsor EIN:** 043502101

- **Sponsor Address:** 480 PLEASANT ST, WATERTOWN, MA, 02472

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

- **Total Participants:** 143

- **Total Assets:** $16.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|143|$16.7M|$1.0M|$1.9M|

| 2022|142|$12.2M|$871,547|$1.6M|

## 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|

| BETTERMENT FOR BUSINESS, LLC|RECORDKEEPER|$79,682|—|$79,682|

| NEWBURG & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BETTERMENT FOR BUSINESS, LLC](https://planprovider.pro/provider/betterment-llc) — RECORDKEEPER

- [NEWBURG & COMPANY, LLP](https://planprovider.pro/provider/newburg-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,682

- **Estimated Expense Ratio:** 0.476% 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|$39,841|$28,568|—|—|—|

| 2022|$38,260|$27,515|—|—|$75|

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