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Original filing (PDF)20251015114201NAL0002344275001
DYNAMIC CAMPUS SOLUTIONS INC.
Form 5500
FILING_RECEIVED
DYNAMIC CAMPUS SOLUTIONS INC 401(K) PLAN
401(k) retirement plan
Active participants
280
Accounts w/ balance
225
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMIC CAMPUS SOLUTIONS INC..
Plan sponsor
Name
DYNAMIC CAMPUS SOLUTIONS INC.
EIN
20-2903771
Address
2806 FLINTROCK TRACE SUITE 205 · AUSTIN, TX · 78738
Phone
(888) 805-3022
Industry
Professional & Technical Servicessee 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
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $2K | — |
Investments
25 direct securities · 6 pooled funds· $9.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.8M
25 holdings
Common Collective Trust
$1.2M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 6 Empower Trust Company Fidelity 500 Index Fund | — | — | — | $2.2M | 24.3% | |
| 11 Empower Trust Company JP Morgan Large Cap Growth Fund | — | — | — | $730K | 8.0% | |
| 17 Empower Trust Company State Street Target Retirement 2030 Fund | — | — | — | $581K | 6.3% | |
| 31 * Empower Annuity Insurance Co. of America Empower Investments Fixed Account | — | — | — | $577K | 6.3% | |
| 21 Empower Trust Company State Street Target Retirement 2050 Fund | — | — | — | $512K | 5.6% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $422K | 4.6% | |
| 18 Empower Trust Company State Street Target Retirement 2035 Fund | — | — | — | $379K | 4.1% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $362K | 3.9% | |
| 15 Empower Trust Company PGIM High-Yield Fund | — | — | — | $306K | 3.3% | |
| 9 Empower Trust Company Fidelity Mid Cap Index Fund | — | — | — | $284K | 3.1% | |
| 10 Empower Trust Company Fidelity Small Cap Index Fund | — | — | — | $258K | 2.8% | |
| 22 Empower Trust Company State Street Target Retirement 2055 Fund | — | — | — | $254K | 2.8% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $230K | 2.5% | |
| 5 Empower Trust Company BlackRock Mid-Cap Growth Equity Fund | — | — | — | $230K | 2.5% | |
| 19 Empower Trust Company State Street Target Retirement 2040 Fund | — | — | — | $218K | 2.4% | |
| 23 Empower Trust Company State Street Target Retirement 2060 Fund | — | — | — | $214K | 2.3% | |
| 20 Empower Trust Company State Street Target Retirement 2045 Fund | — | — | — | $203K | 2.2% | |
| 7 Empower Trust Company Fidelity Advisor International Growth Fund | — | — | — | $189K | 2.1% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $146K | 1.6% | |
| 14 Empower Trust Company MFS Value Fund | — | — | — | $126K | 1.4% | |
| 12 Empower Trust Company Lord Abbett Developing Growth Fund | — | — | — | $119K | 1.3% | |
| 13 Empower Trust Company MFS International Diversification Fund | — | — | — | $116K | 1.3% | |
| 4 Empower Trust Company American Funds Inflation Linked Bond Fund | — | — | — | $78K | 0.8% | |
| 24 Empower Trust Company State Street Target Retirement Fund | — | — | — | $71K | 0.8% | |
| 16 Empower Trust Company State Street Target Retirement 2025 Fund | — | — | — | $56K | 0.6% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $42K | 0.5% | |
| 1 Empower Trust Company AllSpring Special Mid Cap Value Fund | — | — | — | $40K | 0.4% | |
| 8 Empower Trust Company Fidelity Advisor Total Bond Fund | — | — | — | $29K | 0.3% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $25K | 0.3% | |
| 2 Empower Trust Company Allspring Special Small Cap Value Fund | — | — | — | $25K | 0.3% | |
| 3 Empower Trust Company American Funds Bond Fund of America Fund | — | — | — | $25K | 0.3% |
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