How big is Dynamo Software, Inc.'s plan?

Dynamo Software, Inc.'s plan reported $16.7M in assets and 143 participants for 2023.

Original filing (PDF)20241014092313NAL0014696131001

Dynamo Software, Inc.

Name: Dynamo Software, Inc. — Dynamo Software Inc. 401(k), Form 5500 (2023)
Creator: Dynamo Software, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Dynamo Software Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Dynamo Software, Inc.'s Dynamo Software Inc. 401(k) Profit Sharing Plan and Trust held $16.7M in plan assets for 143 participants in 2023, with Betterment as recordkeeper.

Signals · 1

28% in single holding

Active participants

143

Accounts w/ balance

195

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Bjarne Andersen signed Dynamo Software, Inc.'s 2023 Form 5500 as plan administrator.

Bjarne Andersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dynamo Software, Inc.'s EIN is 04-3502101.

EIN 04-3502101

Plan number 001

Plan year 2023

ACK ID 20241014092313NAL0014696131001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dynamo Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dynamo Software, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

DYNAMO SOFTWARE, INC.

EIN

all filings

Address

480 PLEASANT ST · WATERTOWN, MA · 02472

Phone

(617) 649-0292

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$40K	—

Investments

40 direct securities· $16.3M(97% of reported assets)

Mutual Funds

$13.9M

11 holdings

Other securities

$2.2M

24 holdings

Bonds / Notes

$119K

2 holdings

Common Collective Trusts

$62K

2 holdings

U.S. Treasuries

$9K

1 holding

					% of plan
Vanguard Total Stock Market ETF Exchange Traded Fund	Mutual Funds	—	—	$4.7M	27.9%
Vanguard FTSE Developed Markets Exchange Traded Fund	Mutual Funds	—	—	$3.5M	20.8%
Vanguard FTSE Emerging Markets Exchange Traded Fund	Mutual Funds	—	—	$2.0M	11.9%
Vanguard US Total Bond Market ETF Exchange Traded Fund 553 Vanguard Value ETF Exchange Traded Fund	Mutual Funds	—	—	$1.2M	7.1%
Vanguard Mid-Cap Value ETF Exchange Traded Fund	Mutual Funds	—	—	$987K	5.9%
Vanguard Small-Cap Growth ETF - DNQ Exchange Traded Fund 525 Vanguard Small-Cap Value ETF Exchange Traded Fund	Mutual Funds	—	—	$823K	4.9%
iShares Core S&P Total U.S. Stock Market ETF Exchange Traded Fund 461 iShares Core Total US Bond Market ETF Exchange Traded Fund	Other securities	—	—	$756K	4.5%
Vanguard Total International Bond ETF Exchange Traded Fund	Mutual Funds	—	—	$732K	4.4%
iShares Emerging Markets USD Bond ETF Exchange Traded Fund	Other securities	—	—	$377K	2.3%
Goldman Sachs ActiveBeta US Large Cap Equity Exchange Traded Fund	Other securities	—	—	$208K	1.2%
Goldman Sachs TreasuryAccess 01 Year ETF Exchange Traded Fund	Other securities	—	—	$178K	1.1%
iShares MSCI ACWI Low Carbon Target ETF Exchange Traded Fund	Other securities	—	—	$133K	0.8%
Notes receivable from participants Interest Rates (4.25% - 9.50%)	Bonds / Notes	—	—	$115K	0.7%
Goldman Sachs Access U.S. Aggregate Bond ETF Exchange Traded Fund	Other securities	—	—	$100K	0.6%
Goldman Sachs ActiveBeta International Equity Exchange Traded Fund	Other securities	—	—	$97K	0.6%
SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange Traded Fund	Common Collective Trusts	—	—	$61K	0.4%
SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund	Other securities	—	—	$56K	0.3%
Vanguard Short-Term Inflation-Protected Securities ETF Exchange Traded Fund	Mutual Funds	—	—	$48K	0.3%
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund	Other securities	—	—	$43K	0.3%
JPMorgan Ultra-Short Income Exchange Traded Fund	Other securities	—	—	$36K	0.2%
SPDR MSCI EAFE Fossil Fuel Free ETF Exchange Traded Fund	Other securities	—	—	$36K	0.2%
iShares ESG Aware MSCI USA ETF Exchange Traded Fund	Other securities	—	—	$28K	0.2%
Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange Traded Fund	Other securities	—	—	$27K	0.2%
Goldman Sachs ActiveBeta Emerging Markets Equity Exchange Traded Fund	Other securities	—	—	$22K	0.1%
SPDR MSCI Emerging Markets Fossil Fuel Free ETF Exchange Traded Fund	Other securities	—	—	$20K	0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange Traded Fund	Other securities	—	—	$17K	0.1%
TCW Transform 500 ETF Exchange Traded Fund	Other securities	—	—	$15K	<0.1%
iShares ESG Aware MSCI EM ETF Exchange Traded Fund	Other securities	—	—	$13K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF Exchange Traded Fund	Other securities	—	—	$10K	<0.1%
Vanguard LongTerm Government Bond Exchange Traded Fund	U.S. Treasuries	—	—	$9K	<0.1%
iShares MSCI KLD 400 Social ETF Exchange Traded Fund	Other securities	—	—	$8K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF Exchange Traded Fund	Other securities	—	—	$7K	<0.1%
Xtrackers USD High Yield Corporate Bond Exchange Traded Fund	Other securities	—	—	$6K	<0.1%
Vanguard Dividend Appreciation ETF Exchange Traded Fund	Mutual Funds	—	—	$5K	<0.1%
iShares National AMT-Free Muni Bond ETF Exchange Traded Fund	Bonds / Notes	—	—	$4K	<0.1%
Schwab U.S. REIT ETF Exchange Traded Fund	Mutual Funds	—	—	$4K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF Exchange Traded Fund	Other securities	—	—	$3K	<0.1%
iShares iBoxx Investment Grade Corporate Bond ETF Exchange Traded Fund	Other securities	—	—	$2K	<0.1%
Vanguard Mid-Cap Growth ETF - DNQ Exchange Traded Fund	Mutual Funds	—	—	$2K	<0.1%
SPDR S&P 500 Value ETF Exchange Traded Fund 143 SPDR S&P Emerging Markets ETF Exchange Traded Fund	Common Collective Trusts	—	—	$1K	<0.1%