ANA Palencia signed Dynamic Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dynamic Manufacturing, Inc.'s EIN is 36-3989759.
Download the official 2024 Form 5500 (PDF) for Dynamic Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dynamic Manufacturing, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $31K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $6.5M | 18.6% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $5.2M | 14.9% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $3.7M | 10.5% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $3.4M | 9.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $3.2M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $2.2M | 6.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 5.8% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $1.5M | 4.4% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $1.4M | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund Institutional Premium Class | Mutual Funds | — | — | $1.0M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Institutional Premium Class | Mutual Funds | — | — | $661K | 1.9% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $619K | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $475K | 1.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $388K | 1.1% | |
| and Money Market Fund Allspring Core Bond Fund Class R6 | Mutual Funds | — | — | $293K | 0.8% | |
| Great Gray Trust Company Large Cap Value Fund Fee Class R1 | Common Stocks | — | — | $264K | 0.8% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $264K | 0.8% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $202K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $158K | 0.5% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $136K | 0.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $131K | 0.4% | |
| BlackRock Strategic Global Bond Fund, Inc. Class K ** 916 Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | Mutual Funds | — | — | $125K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund Institutional Premium Class | Mutual Funds | — | — | $95K | 0.3% | |
| Franklin Templeton Franklin Utilities Fund Class R6 | Mutual Funds | — | — | $90K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $67K | 0.2% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $50K | 0.1% | |
| BlackRock High Yield Portfolio Fund Class K | Other securities | — | — | $47K | 0.1% | |
| Allspring Small Company Value Fund Class R6 | Common Stocks | — | — | $40K | 0.1% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $23K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| American Funds American Funds Inflation Linked Bond Fund Class R-6 | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Class K6 | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds American Funds U.S. Government Securities Fund® Class R-6 | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Income Fund Institutional Premium Class | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
