Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
K4 DYNAMIC, LLC
EIN 84-4734997Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$713K assets
Welfare
0
Participants
14
2321 JT OTTINGER ROAD - WESTLAKE, TX 76262214-766-0002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $713K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
K4 DYNAMIC LLC RETIREMENT PLAN
CashBalance
Assets$707K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
K4 DYNAMIC LLC 401(K) PROFIT SHARING PLAN
401k
Assets$5K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | K4 DYNAMIC LLC RETIREMENT PLAN | CashBalance | $707K | 5 | 2024 | |
| 001 | K4 DYNAMIC LLC 401(K) PROFIT SHARING PLAN | 401k | $5K | 9 | 2024 |
Retirement plans