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Original filing (PDF)20250702121832NAL0013674145001
TEAMDYNAMIX SOLUTIONS LLC
Form 5500
FILING_RECEIVED
TEAMDYNAMIX SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
154
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMDYNAMIX SOLUTIONS LLC.
Plan sponsor
Name
TEAMDYNAMIX SOLUTIONS LLC
EIN
31-1804205
Address
1600 DUBLIN ROAD, SUITE 200 NORTH · COLUMBUS, OH · 43215
Phone
(877) 752-6196
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
JOHNSON O'CONNOR, FERON AND CARUCCI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES | 04-1590850 | — | BROKER | $35K | — |
Investments
32 direct securities· $12.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Shares Mutual Fund n/a | — | — | — | $2.5M | 19.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund n/a | — | — | — | $2.0M | 15.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund n/a | — | — | — | $1.9M | 14.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund n/a | — | — | — | $1.7M | 13.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund n/a | — | — | — | $1.1M | 8.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund n/a | — | — | — | $426K | 3.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund n/a | — | — | — | $413K | 3.2% | |
| Vanguard Federal Money Market Investor Mutual Fund n/a | — | — | — | $354K | 2.7% | |
| Large Cap Growth Fund III CL R1 Mutual Fund n/a | — | — | — | $319K | 2.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund n/a | — | — | — | $274K | 2.1% | |
| Large Cap Value Fund II CL R1 Mutual Fund n/a | — | — | — | $244K | 1.9% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund n/a | — | — | — | $208K | 1.6% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund n/a | — | — | — | $192K | 1.5% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund n/a | — | — | — | $190K | 1.5% | |
| MFS Mid Cap Growth R6 Mutual Fund n/a | — | — | — | $162K | 1.3% | |
| Vanguard Small-Cap Index Admiral Shares Mutual Fund n/a | — | — | — | $142K | 1.1% | |
| Impax Sustainable Allocation Fund Class Institutiona Mutual Fund n/a | — | — | — | $125K | 1.0% | |
| Fidelity Advisor Small Cap Growth Z Mutual Fund n/a | — | — | — | $102K | 0.8% | |
| PIMCO Income Fund Institutional Class Mutual Fund n/a | — | — | — | $93K | 0.7% | |
| Mid Cap Value Fund II CL R1 Mutual Fund n/a | — | — | — | $58K | 0.5% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund n/a | — | — | — | $46K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund n/a | — | — | — | $45K | 0.3% | |
| American Funds New World R6 Mutual Fund n/a | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund n/a | — | — | — | $39K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund n/a | — | — | — | $38K | 0.3% | |
| PGIM High Yield R6 Mutual Fund n/a ** 894 * Participant Loans Other varies 5.50%- 8.50% n/a -0- | — | — | — | $34K | 0.3% | |
| Franklin Small Cap Value R6 Mutual Fund n/a | — | — | — | $28K | 0.2% | |
| DFA Real Estate Securities Portfolio I Mutual Fund n/a | — | — | — | $20K | 0.2% | |
| AB Global Bond Z Mutual Fund n/a | — | — | — | $18K | 0.1% | |
| Core Plus Bond R1 Mutual Fund n/a | — | — | — | $6K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio I Mutual Fund n/a | — | — | — | $5K | <0.1% | |
| International Growth Fund II CL R1 Mutual Fund n/a | — | — | — | $2K | <0.1% |
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