Plan Ledger DOL Form 5500 · updated monthly

Dynamic Access LLC401(k)

DYNAMIC INFUSION THERAPY RETIREMENT PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Dynamic Access LLC reported $25,966 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $765 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (2,990th of 5,688), and the 5,557th of 11,911 in health care & social assistance. In 2024, employees put in $3.14 for every $1.00 the employer contributed; active participation has grown from 271 to 548 since 2022.

Plan summary
Net assets, end of year$10,506,070
Participants with balances271
Active participants548
Employer contributions$419,349
Employee contributions$1,318,850
Employer contribution per active participant$765
Average account balance$38,768
Benefits paid to participants$1,679,768
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 271 accts · $419K emplr
2023$8.8M · 215 accts · $368K emplr
2022$6.7M · 212 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,600
Investment management$13,366
Total administrative$25,966
The Dynamic Access LLC 401(k) match · 2024
Employer contribution per active participant$765
Median for plans this size$1,313
2024$765 per active participant
2023$1,186 per active participant
2022$1,177 per active participant

Dynamic Access LLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,600
NFP CORPORATE SERVICES (MN) INC · Investment advisory (plan)$12,368

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$25,966 · 0.27%
2023$33,273 · 0.43%
2022$18,591 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Texas
The Gladney Center TX$10.8M · 0.02%
Texas Neurology, P. A. TX$10.7M · 0.14%
Columbus Community Hospital TX$10.6M · 0.46%
Excelin Home Health, LLC TX$10.5M · 0.81%
Westminster Manor TX$10.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900198507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.