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Original filing (PDF)20250225132215NAL0010531809001
DYNAMIC INDUSTRIAL GROUP, LLC
Form 5500
FILING_RECEIVED
DYNAMIC INDUSTRIAL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.3 mo~87 bps in Sched C fees
Active participants
341
Accounts w/ balance
164
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMIC INDUSTRIAL GROUP, LLC.
Plan sponsor
Name
DYNAMIC INDUSTRIAL GROUP, LLC
EIN
26-0733383
Address
54347 HIGHLAND BOULEVARD · ELKHART, IN · 46517
Phone
(574) 296-4246
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-02-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
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 | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
Investments
1 pooled fund· $288K(6% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $288K | 5.5% |
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