VU TRAN signed Dynamo Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dynamo Technologies LLC's EIN is 46-0835505.
Download the official 2024 Form 5500 (PDF) for Dynamo Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dynamo Technologies LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
| SIGNATURE ESTATE SECURITIES LLC | 59-2730348 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 16.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 14.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.2M | 10.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.0M | 9.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $850K | 7.6% | |
| Fidelity Investments Registered Investment Company Fidelity 500 Index | Common Collective Trusts | — | — | $796K | 7.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $724K | 6.4% | |
| Alliance Bernstein Registered Investment Company AB Large Cap Growth Z | Common Stocks | — | — | $608K | 5.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $535K | 4.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $335K | 3.0% | |
| Participant Loans Maturing through 2030 at 6.50% to 9.50% | Bonds / Notes | — | — | $231K | 2.1% | |
| Fidelity Investments Registered Investment Company Fidelity Mid Cap Index | Mutual Funds | — | — | $187K | 1.7% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | Common Stocks | — | — | $166K | 1.5% | |
| Fidelity Investments Registered Investment Company Fidelity Small Cap Index | Mutual Funds | — | — | $164K | 1.5% | |
| MFS Investment Management Registered Investment Company Intl Growth R6 | Mutual Funds | — | — | $122K | 1.1% | |
| JP Morgan Funds Registered Investment Company JP Morgan Equity Income | Common Stocks | — | — | $103K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $83K | 0.7% | |
| ASSETS HELD AT END OF YEAR (E) 6,559.2437,210.4758,872.0815,525.0838,262.07 | Other securities | — | — | $83K | 0.7% | |
| JP Morgan Funds Registered Investment Company JP Morgan MidCap Growth | Common Stocks | — | — | $79K | 0.7% | |
| The American Funds Registered Investment Company Am Funds New World - | Mutual Funds | — | — | $62K | 0.6% | |
| BlackRock Registered Investment Company Blackrock High Yield Bond K | Common Stocks | — | — | $61K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $59K | 0.5% | |
| PRIN REAL ESTATE SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $41K | 0.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $38K | 0.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $37K | 0.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $37K | 0.3% | |
| Fidelity Investments Registered Investment Company Fidelity Inf-PR Bond Index | Mutual Funds | — | — | $34K | 0.3% | |
| MFS Investment Management Registered Investment Company MFS New Discovery Value R6 | Mutual Funds | — | — | $31K | 0.3% | |
| Fidelity Investments Registered Investment Company Fidelity US Bond Index | Mutual Funds | — | — | $21K | 0.2% | |
| PRIN LIFETIME HYBR 2015 SEP ACCT-Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $16K | 0.1% | |
| Victory Funds Registered Investment Company Victory RS Global | Common Stocks | — | — | $12K | 0.1% | |
| PIMCO Registered Investment Company PIMCO Real Return Instl | Mutual Funds | — | — | $10K | <0.1% | |
| The American Funds Registered Investment Company Am Funds Bond Fund of America | Mutual Funds | — | — | $10K | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Alliance Bernstein Registered Investment Company AB Global Bond Z | Common Stocks | — | — | $4K | <0.1% | |
| SEI Trust Registered Investment Company Allspring Spec MidCap Value | Common Stocks | — | — | $2K | <0.1% |
