Back to filter
Original filing (PDF)20250926110836NAL0011718547001
DYNAMIS, INC.
Form 5500
FILING_RECEIVED
DYNAMIS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
118
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
25 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 DYNAMIS, INC..
Plan sponsor
Name
DYNAMIS, INC.
EIN
26-1943446
Address
3130 FAIRVIEW PARK DR. SUITE 300 · FALLS CHURCH, VA · 22042
Phone
(703) 465-4400
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $24K | — |
Investments
10 direct securities · 18 pooled funds· $9.9M(100% 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.
Common Collective Trust
$7.7M
18 holdings
Uncategorized
$2.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.0M | 21.1% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.7M | 17.8% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $928K | 9.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $537K | 5.5% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $535K | 5.5% | |
| Investments held at contract value Guaranteed Income Account | — | — | — | $522K | 5.4% | |
| LARGE CAP GROWTH III CL I1 GREAT GRAY · EIN 38-7275327 / PN 000 | Common Collective Trust | — | — | $466K | 4.8% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $403K | 4.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $373K | 3.8% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $365K | 3.8% | |
| Vanguard Equity-Income Fund | — | — | — | $336K | 3.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $266K | 2.7% | |
| CORE PLUS BOND CL I1 GREAT GRAY · EIN 38-4116854 / PN 000 | Common Collective Trust | — | — | $177K | 1.8% | |
| Wilmington Trust Moderate Retirement Fund Class I | — | — | — | $156K | 1.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $156K | 1.6% | |
| Participant loans Interest rates range from 4.25% to 9.5% | — | — | — | $153K | 1.6% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 000 | Common Collective Trust | — | — | $147K | 1.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $113K | 1.2% | |
| PIMCO Income Fund | — | — | — | $111K | 1.1% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $79K | 0.8% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $78K | 0.8% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $58K | 0.6% | |
| FranklinTempleton Small Cap Value Fund | — | — | — | $55K | 0.6% | |
| Wilmington Trust Index Select Conservative Retirement Fund | — | — | — | $38K | 0.4% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $38K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $23K | 0.2% | |
| BlackRock High Yield Bond Fund | — | — | — | $21K | 0.2% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |