How big is Dynamic Planning, LLC.'s plan?

Dynamic Planning, LLC.'s plan reported $97K in assets and 8 participants for 2025.

Original filing (PDF)20260430220450NAL0000687634060

Dynamic Planning, LLC.

Name: Dynamic Planning, LLC. — Dynamic Planning 401(k), Form 5500 (2025)
Creator: Dynamic Planning, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic Planning 401(k) Plan

401(k) retirement plan · Dynamic Planning, LLC.'s Dynamic Planning 401(k) Plan held $97K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Dynamic Planning, LLC.'s EIN is 47-2973423.

EIN 47-2973423

Plan number 001

Plan year 2025

ACK ID 20260430220450NAL0000687634060

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dynamic Planning, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dynamic Planning, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PLANNING, 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