Plan Snapshot
- Plan Sponsor: Dynatrace LLC
- Sponsor EIN: 472362151
- Sponsor Address: 1601 TRAPELO ROAD, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 1,610
- Total Assets: $252.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,610 | $252.1M | $7.4M | $24.3M |
| 2023 | 1,609 | $209.6M | $6.9M | $22.1M |
| 2022 | 1,677 | $162.2M | $5.7M | $18.4M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $40,326 | $6,009 | $3,000 | — | — |
| 2023 | $61,210 | $110 | $300 | — | — |
| 2022 | $65,856 | — | — | — | — |