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Original filing (PDF)20251009171713NAL0007378577001
DYNAMIC ACCESS, LLC
Form 5500
FILING_RECEIVED
DYNAMIC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
548
Accounts w/ balance
271
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Large Cap Growth Fund II Fee Class R1 Collective trust fund -" is 27% of plan.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYNAMIC ACCESS, LLC.
Plan sponsor
Name
DYNAMIC ACCESS, LLC
EIN
90-0198507
Address
2600 NORTH CENTRAL EXPRESSWAY · SUITE 280 · RICHARDSON, TX · 75080
Phone
(214) 446-1796
Industry
Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
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 | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP CORPORATE SERVICES (MN) INC | 41-1505971 | — | ADVISOR | $12K | — |
Investments
26 direct securities · 3 pooled funds· $10.4M(99% 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
$7.6M
26 holdings
Common Collective Trust
$2.8M
2 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.8M | 26.6% | |
| Vanguard Equity-Income Fund Admiral Mutual fund - | — | — | — | $2.1M | 20.1% | |
| Invesco Small Cap Value Fund Class R6 Mutual fund - | — | — | — | $743K | 7.0% | |
| Vanguard Total Stock Market Index Admiral Mutual fund - | — | — | — | $723K | 6.9% | |
| Segall Bryant & Hamill Small Cap Growth Inst Mutual fund - | — | — | — | $706K | 6.7% | |
| Dodge & Cox International Stock Fund Class I Mutual fund - | — | — | — | $661K | 6.3% | |
| TCW MetWest Total Return Bond Class I Mutual fund - | — | — | — | $642K | 6.1% | |
| ClearBridge International Growth Fund Class IS Mutual fund - | — | — | — | $598K | 5.7% | |
| American Funds Capital World Bond Class R6 Mutual fund - | — | — | — | $557K | 5.3% | |
| Vanguard Target Retirement 2055 Fund Mutual fund - | — | — | — | $149K | 1.4% | |
| T. Rowe Price Health Sciences Fund Mutual fund - | — | — | — | $103K | 1.0% | |
| MFS Mid Cap Growth Fund Class R6 Mutual fund - | — | — | — | $90K | 0.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund - | — | — | — | $72K | 0.7% | |
| American Funds New Perspective Class R6 Mutual fund - | — | — | — | $59K | 0.6% | |
| American Funds New World Class R6 Mutual fund - | — | — | — | $51K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual fund - | — | — | — | $50K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual fund - | — | — | — | $48K | 0.5% | |
| Vanguard Federal Money Market Fund Mutual fund - | — | — | — | $47K | 0.4% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund - | — | — | — | $38K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Mutual fund - | — | — | — | $29K | 0.3% | |
| Vanguard Short-Term Bond Index Admiral Mutual fund - | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Mutual fund - 886 Vanguard Target Retirement 2035 Fund Mutual fund - | — | — | — | $19K | 0.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $17K | 0.2% | |
| Vanguard Target Retirement 2045 Fund Mutual fund - | — | — | — | $15K | 0.1% | |
| Vanguard Target Retirement 2060 Fund Mutual fund - | — | — | — | $12K | 0.1% | |
| PIMCO Long Duration Total Return Institutional Mutual fund - | — | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund - | — | — | — | $9K | <0.1% | |
| Morgan Stanley Income Opportunities Class I Mutual fund - | — | — | — | $5K | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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