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Original filing (PDF)20260130050556NAL0007570832001
DYNAMIC SERVICE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
DYNAMIC SERVICE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.5 mo48% in single holding
Active participants
438
Accounts w/ balance
388
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
24 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
90
Concentration risk
76
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- Top holding "flexPATH Index Moderate 2055 Fund Interest in common/collective trusts xx" is 48% of plan.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMIC SERVICE SOLUTIONS, LLC.
Plan sponsor
Name
DYNAMIC SERVICE SOLUTIONS, LLC
EIN
80-0625178
Address
120 WATERFRONT STREET · SUITE 225 · OXON HILL, MD · 20745
Phone
(301) 281-2588
Industry
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
2026-01-30
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
SC&H ATTEST SERVICES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS & ADMINSTRATOR | 62-1038805 | — | RECORD KEEPER | $22K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
Investments
8 direct securities · 24 pooled funds· $2.2M(39% 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
$1.8M
24 holdings
Uncategorized
$370K
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $990K | 17.6% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $381K | 6.8% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $273K | 4.8% | |
| Participant Loans Interest rates ranging from 1% - 9.5% with varying - | — | — | — | $181K | 3.2% | |
| flexPATH Index Moderate Retirement Fund Interest in common/collective trusts xx | — | — | — | $123K | 2.2% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $123K | 2.2% | |
| Calvert US Large Cap Core Responsible Index Fund Interest in registered investment companies xx | — | — | — | $42K | 0.7% | |
| STABLE VALUE FUND - I1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $17K | 0.3% | |
| Fidelity Mid Cap Index Interest in registered investment companies xx | — | — | — | $15K | 0.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $6K | 0.1% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $4K | <0.1% | |
| CORE PLUS BOND FD - I1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Interest in registered investment companies xx | — | — | — | $3K | <0.1% | |
| PIMCO Income Fund Institutional Class Interest in registered investment companies xx | — | — | — | $3K | <0.1% | |
| flexPATH Index Aggressive Retirement Fund Interest in common/collective trusts xx | — | — | — | $2K | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP VALUE FUND III I1 WILMINGTON TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $1K | <0.1% | |
| flexPATH Index Conservative 2055 Fund Interest in common/collective trusts xx 226 * flexPATH Index Conservative 2065 Fund Interest in common/collective trusts xx 59 * flexPATH Index Conservative Retirement Fund Interest in common/collective trusts xx | — | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $1K | <0.1% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| INTERNATIONAL EQUITY I1 WILMINGTON TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1K | <0.1% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $989 | <0.1% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $840 | <0.1% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $373 | <0.1% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $275 | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $226 | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $224 | <0.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $147 | <0.1% | |
| FLEXPATH IDX CON 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $59 | <0.1% |