How big is Dynamic Capital Management, LLC's plan?

Dynamic Capital Management, LLC's plan reported $3.8M in assets and 3 participants for 2024.

Original filing (PDF)20250811101647NAL0006522835001

Dynamic Capital Management, LLC

Name: Dynamic Capital Management, LLC — Dynamic Capital, Form 5500 (2024)
Creator: Dynamic Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic Capital Management, LLC 401(k) Plan

401(k) retirement plan · Dynamic Capital Management, LLC's Dynamic Capital Management, LLC 401(k) Plan held $3.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Alison WANG signed Dynamic Capital Management, LLC's 2024 Form 5500 as plan administrator.

Alison WANG — 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

Dynamic Capital Management, LLC's EIN is 13-4048265.

EIN 13-4048265

Plan number 001

Plan year 2024

ACK ID 20250811101647NAL0006522835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dynamic Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dynamic Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DYNAMIC CAPITAL MANAGEMENT, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

DYNAMIC CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

C/O PHILLIPS GOLD AND CO. LLP · 1430 BROADWAY SUITE 508 · NEW YORK, NY · 10018

Phone

(212) 246-9000

Industry

Finance & Insurance

Plan administrator