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Original filing (PDF)20251010081307NAL0004418851001
DYNASPLINT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
DYNASPLINT SYSTEMS INC. 401(K) PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
371
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNASPLINT SYSTEMS, INC..
Plan sponsor
Name
DYNASPLINT SYSTEMS, INC.
EIN
52-1262870
Address
770 RICHIE HIGHWAY W21 · SEVERNA PARK, MD · 21146
Phone
(410) 544-9530
Industry
Real Estatesee 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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
JONES ADVISORY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORY LLP | 74-3193386 | — | ADVISOR | $44K | — |
Investments
29 direct securities· $20.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.4M | 16.0% | |
| Fidelity Advisor Freedom 2045 Fund Class Z Mutual Fund | — | — | — | $2.4M | 11.4% | |
| Fidelity Advisor Freedom 2040 Fund Class Z Mutual Fund | — | — | — | $2.0M | 9.4% | |
| MFS Growth Fund R4 Mutual Fund | — | — | — | $1.7M | 8.1% | |
| Fidelity Advisor Equity Growth Fund I Mutual Fund | — | — | — | $1.6M | 7.7% | |
| Fidelity Advisor Freedom 2030 Fund Class Z Mutual Fund | — | — | — | $1.4M | 6.9% | |
| Fidelity Advisor Freedom 2035 Fund Class Z Mutual Fund | — | — | — | $1.2M | 5.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $905K | 4.3% | |
| Fidelity Advisor Freedom 2050 Fund Class Z Mutual Fund | — | — | — | $800K | 3.8% | |
| Fidelity Advisor Freedom 2060 Fund Class Z Mutual Fund | — | — | — | $696K | 3.3% | |
| Fidelity Advisor Freedom 2055 Fund Class Z Mutual Fund | — | — | — | $626K | 3.0% | |
| Invesco Main Street Small Cap R5 Mutual Fund | — | — | — | $607K | 2.9% | |
| Fidelity Advisor International Capital Appreciation I Mutual Fund | — | — | — | $602K | 2.9% | |
| Fidelity Advisor Freedom 2025 Fund Class Z Mutual Fund | — | — | — | $556K | 2.6% | |
| Lessor or Similar Party Investment ** Value American Funds Washington Mutual R5E Mutual Fund | — | — | — | $434K | 2.1% | |
| BlackRock High Yield Bond Portfolio Inst Mutual Fund | — | — | — | $397K | 1.9% | |
| Fidelity Advisor Freedom 2070 Fund Class Z Mutual Fund ** 235 * Fidelity Government Money Market Fund Money Market Fund | — | — | — | $358K | 1.7% | |
| Loomis Sayles Limited Term Govt and Agency Y Mutual Fund | — | — | — | $255K | 1.2% | |
| Fidelity Advisor Balanced Fund Class I Mutual Fund | — | — | — | $228K | 1.1% | |
| Fidelity Advisor Freedom 2065 Fund Class Z Mutual Fund | — | — | — | $168K | 0.8% | |
| BlackRock Technology Opportunities Fund Inst Mutual Fund | — | — | — | $152K | 0.7% | |
| Fidelity Advisor Freedom 2020 Fund Class Z Mutual Fund | — | — | — | $118K | 0.6% | |
| Fidelity Advisor Floating Rate High Income Fund I Mutual Fund | — | — | — | $112K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $41K | 0.2% | |
| Cohen & Steers Real Estate Securities I Mutual Fund | — | — | — | $31K | 0.1% | |
| Fidelity Advisor Freedom INC Mutual Fund | — | — | — | $29K | 0.1% | |
| Fidelity Advisor Freedom 2015 Fund Class Z Mutual Fund | — | — | — | $28K | 0.1% | |
| Eaton Vance Worldwide Health Science I Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Advisor Freedom 2010 Fund Class Z Mutual Fund | — | — | — | $1K | <0.1% |