Pamela Smith signed Dynamic Resource Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dynamic Resource Group, Inc.'s EIN is 35-0286750.
Download the official 2024 Form 5500 (PDF) for Dynamic Resource Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dynamic Resource Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC RESOURCE GROUP EMPLOYEE RET | — | BERNE, IN | OTHER | $7K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund 4,054.6721 shares | Common Collective Trusts | — | $4K | $2.8M | 8.3% | |
| Loomis Sayles Core Plus Bond A Fund 220,011.5855 shares | Other securities | — | $220K | $2.5M | 7.4% | |
| Victory Sycamore Established Value Fund 51,578.1708 shares | Other securities | — | $52K | $2.4M | 7.1% | |
| First Eagle Global Fund 31,653.8552 shares | Other securities | — | $32K | $2.1M | 6.3% | |
| American Funds—American Balanced Fund 55,813.4036 shares | Mutual Funds | — | $56K | $1.9M | 5.7% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $186K | $1.9M | 5.6% | |
| Vanguard Total Stock Market Index Fund Admiral Series 12,377.0679 shares | Common Collective Trusts | — | $12K | $1.7M | 5.2% | |
| Alliance Bernstein Large Cap Growth Fund 17,414.0665 shares | Other securities | — | $17K | $1.7M | 5.0% | |
| MFS International Intrinsic Value Fund 45,479.2598 shares | Mutual Funds | — | $45K | $1.6M | 4.8% | |
| MFS International Diversification Fund 54,419.3395 shares | Mutual Funds | — | $54K | $1.2M | 3.7% | |
| Eaton Vance Atlanta Capital SMID Cap Fund 35,292.3150 shares | Other securities | — | $35K | $1.2M | 3.7% | |
| Principal MidCap Fund 28,415.2133 shares | Other securities | — | $28K | $1.2M | 3.6% | |
| Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $1.1M | 3.4% | |
| American Funds 2030 Target 60,940.4759 shares | Mutual Funds | — | $61K | $1.0M | 3.1% | |
| MFS Value Fund 16,840.0976 shares | Mutual Funds | — | $17K | $816K | 2.4% | |
| BlackRock Emerging Markets Fund 33,865.5241 shares | Other securities | — | $34K | $766K | 2.3% | |
| American Funds—EuroPacific Growth Fund 14,496.6846 shares | Mutual Funds | — | $14K | $758K | 2.3% | |
| s (continued) JPMorgan Government Bond Fund 76,006.4413 shares | Mutual Funds | — | $76K | $715K | 2.1% | |
| Invesco Oppenheimer Global Fund A 5,880.6391 shares | Mutual Funds | — | $6K | $551K | 1.6% | |
| Victory Sycamore Small Company Fund 10,267.9833 shares | Common Stocks | — | $10K | $477K | 1.4% | |
| Janus Henderson Growth and Income Fund 6,460.7505 shares | Mutual Funds | — | $6K | $446K | 1.3% | |
| Cohen & Steers Realty Fund Cl I 24,790.5354 shares | Other securities | — | $25K | $428K | 1.3% | |
| Invesco Small Cap Value Fund A 15,781.7677 shares | Mutual Funds | — | $16K | $371K | 1.1% | |
| Principal High Yield Fund 52,247.3352 shares | Other securities | — | $52K | $354K | 1.1% | |
| Columbia Seligman Communications & Information Fund 2,328.6195 shares | Other securities | — | $2K | $290K | 0.9% | |
| BlackRock Health Sciences Opportunities Portfolio 4,504.6482 shares | Other securities | — | $5K | $281K | 0.8% | |
| September 16, 2039 | Other securities | — | — | $255K | 0.8% | |
| LOAN FUND LOANS | Other securities | — | $253K | $253K | 0.8% | |
| Hartford Balanced Income Fund 16,732.6217 shares | Other securities | — | $17K | $239K | 0.7% | |
| Alger Capital Appreciation Fund 6,488.5422 shares | Mutual Funds | — | $6K | $218K | 0.7% | |
| Columbia Small Cap Index Fund 8,553.8442 shares | Common Collective Trusts | — | $9K | $194K | 0.6% | |
| American Funds 2035 Target 8,997.7596 shares | Mutual Funds | — | $9K | $170K | 0.5% | |
| American Funds 2050 Target 6,430.8458 shares | Mutual Funds | — | $6K | $133K | 0.4% | |
| Bank of New York Mellon Natural Resources Fund 2,601.9555 shares | Other securities | — | $3K | $109K | 0.3% | |
| Davis Series Financial Fund 1,468.3988 shares | Other securities | — | $1K | $94K | 0.3% | |
| American Funds 2055 Target 2,181.2137 shares | Mutual Funds | — | $2K | $57K | 0.2% | |
| Franklin DynaTech Series Class I 301.5877 shares | Mutual Funds | — | — | $53K | 0.2% | |
| American Funds 2045 Target 2,440.5365 shares | Mutual Funds | — | $2K | $51K | 0.2% | |
| American Funds 2060 Target 1,555.0180 shares | Mutual Funds | — | $2K | $28K | <0.1% | |
| American Funds 2040 Target 1,237.0688 shares | Mutual Funds | — | $1K | $25K | <0.1% | |
| Invesco Oppenheimer Gold & Special Minerals Fund 117.9551 shares | Mutual Funds | — | $3K | $3K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% | |
| American Funds 2025 Target 106.0712 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Money market fund BLF Federal Fund 1.0000 shares | Cash / Money Market | — | — | $1K | <0.1% |
