Back to filter
Original filing (PDF)20251013124505NAL0001244033001
DYNAMO TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
DYNAMO TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
263
Accounts w/ balance
202
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
16 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMO TECHNOLOGIES LLC.
Plan sponsor
Name
DYNAMO TECHNOLOGIES LLC
EIN
46-0835505
Address
1951 KIDWELL DRIVE, SUITE 550 · VIENNA, VA · 22182
Phone
(844) 730-3103
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $4K | — |
Other
3| 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 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
20 direct securities · 16 pooled funds· $11.3M(100% of reported assets)
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.
Common Collective Trust
$8.4M
12 holdings
Uncategorized
$2.8M
20 holdings
Pooled Separate Account
$122K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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% | — | — | — | $231K | 2.1% | |
| Fidelity Investments Registered Investment Company Fidelity Mid Cap Index | — | — | — | $187K | 1.7% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | — | — | — | $166K | 1.5% | |
| Fidelity Investments Registered Investment Company Fidelity Small Cap Index | — | — | — | $164K | 1.5% | |
| MFS Investment Management Registered Investment Company Intl Growth R6 | — | — | — | $122K | 1.1% | |
| JP Morgan Funds Registered Investment Company JP Morgan Equity Income | — | — | — | $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 | — | — | — | $83K | 0.7% | |
| JP Morgan Funds Registered Investment Company JP Morgan MidCap Growth | — | — | — | $79K | 0.7% | |
| The American Funds Registered Investment Company Am Funds New World - | — | — | — | $62K | 0.6% | |
| BlackRock Registered Investment Company Blackrock High Yield Bond K | — | — | — | $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 | — | — | — | $34K | 0.3% | |
| MFS Investment Management Registered Investment Company MFS New Discovery Value R6 | — | — | — | $31K | 0.3% | |
| Fidelity Investments Registered Investment Company Fidelity US Bond Index | — | — | — | $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 | — | — | — | $12K | 0.1% | |
| PIMCO Registered Investment Company PIMCO Real Return Instl | — | — | — | $10K | <0.1% | |
| The American Funds Registered Investment Company Am Funds Bond Fund of America | — | — | — | $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 | — | — | — | $4K | <0.1% | |
| SEI Trust Registered Investment Company Allspring Spec MidCap Value | — | — | — | $2K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Custom Computer Programming plans
SYNCFUSION INC
SYNCFUSION INC 401(K) PROFIT SHARING PLAN & TRUST
$11.2M · 55 participants
MYCROPTECHNOLOGIES, LLC
MYCROPTECHNOLOGIES, LLC 401(K) PLAN
$11.3M · 68 participants
APEX INDUSTRIAL TECHNOLOGIES LLC
APEX INDUSTRIAL TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST
$11.3M · 192 participants
PIPEWORKS INC
PIPEWORKS 401K PLAN
$11.2M · 188 participants
CIPHER TECH SOLUTIONS, INC.
CIPHER TECH SOLUTIONS, INC. 401(K) P/S PLAN
$11.2M · 106 participants
KIPU HEALTH LLC
KIPU HEALTH 401K PLAN
$11.3M · 290 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B