Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Dynamic Wealth Advisors
Dynamic Wealth Advisors
- Service provider, as named on Schedule C
- EIN 263945512
- Plan year 2024
- Direct compensation reported $429,742
Assets of those plans
$32,558,908,659
0.42% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$429,742
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 14 |
| 26 | Investment advisory (participants) | 13 |
| 27 | Investment advisory (plan) | 4 |
| 33 | Securities brokerage | 2 |
| 70 | Consulting fees | 2 |
| 71 | Securities brokerage commissions and fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $105,209 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $38,000 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $14,084 |
| Intuit Inc. 401(k) Plan | Intuit | $3,683,174,722 | 33,168 | $6,728 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $34,734 |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes | $1,737,241,018 | 12,248 | $8,023 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $5,322 |
| Gannett Fleming, Inc. Tax Deferred 401(k) Savings Plan | Gannett Fleming | $830,416,492 | 5,773 | $7,412 |
| Biomarin Pharmaceutical Inc. Retirement Savings Plan | BioMarin Pharmaceutical | $715,040,838 | 3,270 | $11,913 |
| Coty Retirement Savings Plan | Coty | $449,603,078 | 3,419 | $14,197 |
| Perkins&will, Inc. Retirement Savings Plan | Perkins&will | $414,365,306 | 2,995 | $15,976 |
| American Consolidated Natural Resources, Inc. Savings and Security Plan | American Consolidated Natural Resources | $266,813,239 | 1,651 | $17,459 |
| Continental Mills, Inc. 401 (k) Retirement Savings Plan | Continental Mills | $157,503,595 | 1,085 | $10,890 |
| Harmonic Inc. 401(k) Plan | Harmonic | $154,294,415 | 561 | $5,259 |
| Ghirardelli Chocolate Company 401(k) Retirement & Savings Plan | Ghirardelli Chocolate | $116,193,886 | 1,125 | $5,232 |
| Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust | Buckingham Doolittle & Burroughs | $57,167,103 | 215 | $10,223 |
| Stadler US Inc. 401(k) Profit Sharing Plan and Trust | Stadler US | $10,777,004 | 463 | $52,595 |
| GBI 401(k) Plan | Great Basin Industrial | $6,664,793 | 350 | $26,780 |
| Action Equip. & Scaffold Co., Inc. Profit Sharing Planrecordkeeper | Action Equip. & Scaffold Co. in | $5,351,787 | 216 | $11,921 |
| Avors Medical Group 401(k) Profit Sharing Plan | Avors Medical Group | $1,414,635 | 69 | $23,674 |
| TTN Fleet Solutions 401(k) Plan | Towing Network | $432,795 | 135 | $4,111 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.