What public Form 5500 filings show about the Dynamic BETA Investments, LLC 401(k) plan — and how to find and check your own account.
Dynamic BETA Investments, LLC (EIN 45-5621099) reports DYNAMIC BETA INVESTMENTS, LLC 401(K) PLAN on its most recent Form 5500, with $208K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Dynamic BETA Investments, LLC filing — schedules, fees, and providers.
Dynamic BETA Investments, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Dynamic BETA Investments, LLCHR for the recordkeeper’s name and login.
