How big is Dynamic Financial Group's plan?

Dynamic Financial Group's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260305195236NAL0004338977001

Dynamic Financial Group

Name: Dynamic Financial Group — Dynamic Financial Group, Form 5500 (2025)
Creator: Dynamic Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dynamic Financial Group 401(k) Plan

401(k) retirement plan · Dynamic Financial Group's Dynamic Financial Group 401(k) Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Dynamic Financial Group's EIN is 82-2565915.

EIN 82-2565915

Plan number 001

Plan year 2025

ACK ID 20260305195236NAL0004338977001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Dynamic Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL GROUP.

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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