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Original filing (PDF)20251002162444NAL0000706273001
DYNAMIC ENGINEERING CONSULTANTS
Form 5500
FILING_RECEIVED
DYNAMIC ENGINEERING CONSULTANTS 401(K) P/S PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
349
Accounts w/ balance
430
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly 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 DYNAMIC ENGINEERING CONSULTANTS.
Plan sponsor
Name
DYNAMIC ENGINEERING CONSULTANTS
EIN
57-1200524
Address
1904 MAIN STREET · LAKE COMO, NJ · 07719
Phone
(732) 974-0198
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | CHARLOTTE, NC | ADVISOR | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 41-0294708 | — | SERVICE PROVIDER | $37K | — |
Investments
30 direct securities · 1 pooled fund· $25.5M(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.
Uncategorized
$25.4M
30 holdings
Common Collective Trust
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 T Date R6 Registered Investment Company | — | — | — | $5.6M | 21.8% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $3.4M | 13.5% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $2.5M | 9.9% | |
| American Funds 2035 T Date R6 Registered Investment Company | — | — | — | $2.1M | 8.2% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $1.9M | 7.4% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $1.1M | 4.4% | |
| MFS Value Fund R6 Registered Investment Company | — | — | — | $1.1M | 4.2% | |
| American Funds 2050 T Date R6 Registered Investment Company | — | — | — | $844K | 3.3% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec SmCp Vl Fd R6 Registered Investment Company | — | — | — | $776K | 3.0% | |
| American Funds 2040 T Date R6 Registered Investment Company | — | — | — | $753K | 2.9% | |
| Janus Hndr Balanced Fund N Registered Investment Company | — | — | — | $694K | 2.7% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $563K | 2.2% | |
| BlackRock Total Return Fnd K Registered Investment Company | — | — | — | $531K | 2.1% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $478K | 1.9% | |
| American Funds 2065 T Date R6 Registered Investment Company | — | — | — | $389K | 1.5% | |
| American Funds 2060 T Date R6 Registered Investment Company | — | — | — | $374K | 1.5% | |
| American Funds 2030 T Date R6 Registered Investment Company | — | — | — | $367K | 1.4% | |
| MssMtl Sm Cp Grwth Eqty F I Registered Investment Company | — | — | — | $339K | 1.3% | |
| DWS RREEF Rl Est Sec Fd R6 Registered Investment Company | — | — | — | $295K | 1.2% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $242K | 0.9% | |
| LOAN FUND Participant Loans - Rates 4.25% to 10.50% | — | — | — | $219K | 0.9% | |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $159K | 0.6% | |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company | — | — | — | $145K | 0.6% | |
| PIMCO Real Return Fund Ins Registered Investment Company | — | — | — | $140K | 0.5% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $140K | 0.5% | |
| PUTNAM STABLE VALUE FUND 15 CIT PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $112K | 0.4% | |
| American Funds 2020 T Date R6 Registered Investment Company $467 American Funds 2025 T Date R6 Registered Investment Company | — | — | — | $103K | 0.4% | |
| Vangrd Intl Value Fnd Inv Registered Investment Company | — | — | — | $55K | 0.2% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $38K | 0.1% | |
| American Funds 2010 T Date R6 Registered Investment Company | — | — | — | $23K | <0.1% | |
| American Funds 2070 R6 Registered Investment Company | — | — | — | $2K | <0.1% |
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