Jared Dever signed Dynamic Campus Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dynamic Campus Solutions Inc.'s EIN is 20-2903771.
Download the official 2024 Form 5500 (PDF) for Dynamic Campus Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dynamic Campus Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 6 Empower Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 24.3% | |
| 11 Empower Trust Company JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $730K | 8.0% | |
| 17 Empower Trust Company State Street Target Retirement 2030 Fund | Common Stocks | — | — | $581K | 6.3% | |
| 31 * Empower Annuity Insurance Co. of America Empower Investments Fixed Account | Common Stocks | — | — | $577K | 6.3% | |
| 21 Empower Trust Company State Street Target Retirement 2050 Fund | Common Stocks | — | — | $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 | Common Stocks | — | — | $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 | Common Stocks | — | — | $306K | 3.3% | |
| 9 Empower Trust Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $284K | 3.1% | |
| 10 Empower Trust Company Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $258K | 2.8% | |
| 22 Empower Trust Company State Street Target Retirement 2055 Fund | Common Stocks | — | — | $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 | Common Stocks | — | — | $230K | 2.5% | |
| 19 Empower Trust Company State Street Target Retirement 2040 Fund | Common Stocks | — | — | $218K | 2.4% | |
| 23 Empower Trust Company State Street Target Retirement 2060 Fund | Common Stocks | — | — | $214K | 2.3% | |
| 20 Empower Trust Company State Street Target Retirement 2045 Fund | Common Stocks | — | — | $203K | 2.2% | |
| 7 Empower Trust Company Fidelity Advisor International Growth Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $126K | 1.4% | |
| 12 Empower Trust Company Lord Abbett Developing Growth Fund | Mutual Funds | — | — | $119K | 1.3% | |
| 13 Empower Trust Company MFS International Diversification Fund | Mutual Funds | — | — | $116K | 1.3% | |
| 4 Empower Trust Company American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $78K | 0.8% | |
| 24 Empower Trust Company State Street Target Retirement Fund | Common Stocks | — | — | $71K | 0.8% | |
| 16 Empower Trust Company State Street Target Retirement 2025 Fund | Common Stocks | — | — | $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 | Common Stocks | — | — | $40K | 0.4% | |
| 8 Empower Trust Company Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $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 | Common Stocks | — | — | $25K | 0.3% | |
| 3 Empower Trust Company American Funds Bond Fund of America Fund | Mutual Funds | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $39K | — |
