How big is Dynamic Financial Partners' plan?

Dynamic Financial Partners' plan reported $375K in assets and 3 participants for 2025.

Original filing (PDF)20260505142701NAL0001414304001

Dynamic Financial Partners

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

Form 5500-SF

FILING_RECEIVED

Dynamic Financial Partners 401(k) P/S Plan

401(k) retirement plan · Dynamic Financial Partners' Dynamic Financial Partners 401(k) P/S Plan held $375K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Mark Eisenstein signed Dynamic Financial Partners' 2025 Form 5500 as plan administrator.

Mark Eisenstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dynamic Financial Partners' EIN is 93-4128605.

EIN 93-4128605

Plan number 001

Plan year 2025

ACK ID 20260505142701NAL0001414304001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Dynamic Financial Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PARTNERS.

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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