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Original filing (PDF)20251015051622NAL0001910867001
DINEAMIC GROUP, LLC
Form 5500
FILING_RECEIVED
DINEAMIC GROUP 401(K) PLAN
401(k) retirement plan
Active participants
786
Accounts w/ balance
137
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DINEAMIC GROUP, LLC.
Plan sponsor
Name
DINEAMIC GROUP, LLC
EIN
45-3082020
Address
10 W. HUBBARD STREET SUITE 3W · CHICAGO, IL · 60654
Phone
(312) 637-3337
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Investments
25 direct securities· $2.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $437K | 17.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $412K | 16.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $384K | 15.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $359K | 14.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $256K | 10.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $99K | 4.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $78K | 3.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $75K | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $47K | 1.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $33K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $28K | 1.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $27K | 1.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $25K | 1.0% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $24K | 1.0% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $22K | 0.9% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $18K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $15K | 0.6% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $13K | 0.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $13K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $10K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $9K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $8K | 0.3% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $7K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $4K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | 0.1% |