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Original filing (PDF)20251014102851NAL0003661824001
DYNAMIC MOTION CONTROL, INC.
Form 5500
FILING_RECEIVED
DYNAMIC MOTION CONTROL 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
269
Accounts w/ balance
342
Plan assets (EOY)
$53.2M
Net assets (EOY)
$53.2M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 26% of plan.
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMIC MOTION CONTROL, INC..
Plan sponsor
Name
DYNAMIC MOTION CONTROL, INC.
EIN
36-4096863
Address
2222 N. ELSTON AVENUE · SUITE 200 · CHICAGO, IL · 60614
Phone
(312) 255-8757
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PORTE BROWN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $569 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
35 direct securities· $53.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $13.8M | 25.9% | |
| Fidelity Freedom 2060 Fund | — | — | — | $5.9M | 11.0% | |
| Fidelity Growth Company Fund | — | — | — | $4.4M | 8.2% | |
| Fidelity Total Market Index Fund | — | — | — | $3.6M | 6.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $2.6M | 4.9% | |
| Fidelity Freedom 2065 Fund | — | — | — | $2.2M | 4.2% | |
| Fidelity International Index Fund | — | — | — | $2.2M | 4.1% | |
| Fidelity Contrafund | — | — | — | $2.1M | 3.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.6M | 3.0% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.5M | 2.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.3M | 2.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.2M | 2.2% | |
| Fidelity Stock Selector Small Cap Fund | — | — | — | $1.0M | 1.9% | |
| Fidelity Freedom 2040 Fund | — | — | — | $897K | 1.7% | |
| Fidelity US Bond Index Fund | — | — | — | $874K | 1.6% | |
| Fidelity Balanced Fund | — | — | — | $832K | 1.6% | |
| T. Rowe Price Equity Income Fund | — | — | — | $814K | 1.5% | |
| Fidelity Capital Appreciation Fund | — | — | — | $773K | 1.5% | |
| Fidelity Mid Cap Stock Fund | — | — | — | $752K | 1.4% | |
| Fidelity Government Money Market Fund | — | — | — | $738K | 1.4% | |
| Fidelity International Discovery Fund | — | — | — | $687K | 1.3% | |
| Fidelity Value Fund | — | — | — | $647K | 1.2% | |
| Fidelity Freedom 2035 Fund | — | — | — | $615K | 1.2% | |
| Fidelity New Millennium | — | — | — | $459K | 0.9% | |
| Fidelity Worldwide Fund | — | — | — | $428K | 0.8% | |
| Fidelity Total Bond | — | — | — | $316K | 0.6% | |
| PGIM Jennison Mid-Cap Growth Fund | — | — | — | $223K | 0.4% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $210K | 0.4% | |
| Fidelity Short-term TRS Bond Fund | — | — | — | $191K | 0.4% | |
| Fidelity Inflatation-Prot Bond Index Fund | — | — | — | $130K | 0.2% | |
| Participant loans Interest rates from 5.25% to 10.50% | — | — | — | $123K | 0.2% | |
| Fidelity Small Cap Growth Fund | — | — | — | $110K | 0.2% | |
| Fidelity Freedom 2030 Fund | — | — | — | $43K | <0.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $28K | <0.1% | |
| Fidelity Freedom 2020 Fund | — | — | — | $3K | <0.1% |