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Original filing (PDF)20251015065436NAL0001952051001
DYNASERV FLORIDA LLC
Form 5500
FILING_RECEIVED
DYNASERV 401(K) PLAN
401(k) retirement plan
Signals · 1
~162 bps in Sched C fees
Active participants
82
Accounts w/ balance
66
Plan assets (EOY)
$636K
Net assets (EOY)
$636K
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNASERV FLORIDA LLC.
Plan sponsor
Name
DYNASERV FLORIDA LLC
EIN
20-0414640
Address
990 SOUTH FLAMINGO ROAD · DAVIE, FL · 33325
Phone
(954) 476-7888
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SKLAR KANTO BLOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $6K | — |
Investments
24 direct securities· $636K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID US BOND IND | Registered Investment Companies | — | — | $92K | 14.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $76K | 12.0% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $73K | 11.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $59K | 9.2% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $44K | 7.0% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $43K | 6.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $38K | 6.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $38K | 6.0% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $33K | 5.2% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $32K | 5.0% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $18K | 2.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $15K | 2.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $14K | 2.2% | |
| HTFD SCH EMG MKTS EQUITY SDR 32 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $14K | 2.2% | |
| COHEN & STEERS GLOBAL REALTY Z | Registered Investment Companies | — | — | $12K | 1.9% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $8K | 1.3% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $7K | 1.1% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $5K | 0.7% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $4K | 0.7% | |
| BLACKROCK LIFEPATH 2060 K 420 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3K | 0.5% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $3K | 0.4% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $2K | 0.3% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $1K | 0.2% | |
| ALS SPECIAL SMALL CAP VALUE R6 12 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $1K | 0.2% |
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