Dynamic Retirement Plan
Sponsored by Dynamic Access, Llc · EIN 900198507 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 548
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,600 |
| Nfp Corporate Services (Mn) Inc | Investment advisory (plan) | $12,368 |