Plan Snapshot
- Plan Sponsor: Dynamo Technologies LLC
- Sponsor EIN: 460835505
- Sponsor Address: 1951 KIDWELL DRIVE, SUITE 550, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $11.2M
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. |
|---|---|---|---|---|
| 2024 | 263 | $11.2M | $648,314 | $1.5M |
| 2023 | 217 | $7.2M | $469,378 | $1.0M |
| 2022 | 121 | $4.2M | $299,696 | $718,036 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $56,554 | — | $56,554 |
| OSAIC WEALTH INC | OTHER SERVICES | — | $19,907 | $19,907 |
| SIGNATURE ESTATE SECURITIES LLC | OTHER SERVICES | — | $8,257 | $8,257 |
| ORENDA RETIREMENT LLC | CONTRACT ADMINISTRATOR | $3,842 | $4,142 | $7,984 |
| TRAILBREAKER ACCOUNTING PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,702
- Estimated Expense Ratio: 0.825% 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 | $60,396 | — | $60,396 | — | — |
| 2023 | $33,303 | — | $33,303 | — | — |
| 2022 | — | — | — | — | — |