How big is Dynamic BETA Investments, LLC's plan?

Dynamic BETA Investments, LLC's plan reported $208K in assets and 5 participants for 2024.

Original filing (PDF)20250903124326NAL0009079315001

Dynamic BETA Investments, LLC

Name: Dynamic BETA Investments, LLC — Dynamic BETA, Form 5500 (2024)
Creator: Dynamic BETA Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic BETA Investments, LLC 401(k) Plan

401(k) retirement plan · Dynamic BETA Investments, LLC's Dynamic BETA Investments, LLC 401(k) Plan held $208K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Jason Beckett signed Dynamic BETA Investments, LLC's 2024 Form 5500 as plan administrator.

Jason Beckett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dynamic BETA Investments, LLC's EIN is 45-5621099.

EIN 45-5621099

Plan number 001

Plan year 2024

ACK ID 20250903124326NAL0009079315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dynamic BETA Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dynamic BETA Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DYNAMIC BETA INVESTMENTS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score