Plan Ledger DOL Form 5500 · updated monthly

Dynamic Lifecycle Innovations Inc.401(k)

DYNAMIC 401(K) PLAN · ONALASKA, WI · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Dynamic Lifecycle Innovations Inc. reported $76,071 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,831 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 3 years on file its reported administrative ratio has held roughly steady near 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,012th of 1,936), and 6,392nd of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 297 to 330 since 2022.

Plan summary
Net assets, end of year$15,800,181
Participants with balances411
Active participants330
Employer contributions$604,120
Employee contributions$1,493,192
Employer contribution per active participant$1,831
Average account balance$38,443
Benefits paid to participants$849,805
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON & ASSOCIATES, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 411 accts · $604K emplr
2023$11.6M · 393 accts · $535K emplr
2022$8.6M · 360 accts · $467K emplr
Administrative expenses, itemized · 2024
Investment management$76,071
Total administrative$76,071
The Dynamic Lifecycle Innovations Inc. 401(k) match · 2024
Employer contribution per active participant$1,831
Median for plans this size$2,416
2024$1,831 per active participant
2023$1,719 per active participant
2022$1,572 per active participant

Dynamic Lifecycle Innovations Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
TRUST POINT INC · Recordkeeping · Trustee$76,071

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

Recordkeeper by year2
2024TRUST POINT INC
2023TRUST POINT INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,071 · 0.55%
2023$62,929 · 0.62%
2022$49,619 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Flexion, Inc. WI$16.4M · 0.08%
Gruber Law Offices, LLC WI$15.8M · 0.28%
Cherry Optical, Inc. WI$15.8M · 0.07%
Education Analytics WI$15.6M · 0.47%
Workforce Solutions, LLC WI$15.5M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421716171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.