Filings through .
Dynamic Wealth Advisors
Matched across 4 name variants in the filings
Dynamic Wealth Advisors summary
Dynamic Wealth Advisors appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $64.6B in assets for 406,819 participants. The median client plan holds $486M. Most client plans are sponsored in CA, IL and OH. The largest clients by plan assets are Apple Inc., Humana Inc. and Intermountain Health Care, Inc.. Plans reported $446K in direct and indirect compensation paid to Dynamic Wealth Advisors. The median is $13K per plan.
- Participants
- 406,819
- Median plan assets
- $486M
- Median plan participants
- 3,128
- Median fees per plan
- $13K
- Schedule C direct + indirect
Top 23 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Apple Inc. | CA | $30.8B | 147,655 |
| Humana Inc. | KY | $8.7B | 57,219 |
| Intermountain Health Care, Inc. | UT | $8.0B | 87,660 |
| Intuit Inc. | CA | $4.2B | 41,891 |
| BVH, Inc. | KS | $3.6B | 11,043 |
| Brown & Brown, Inc. | FL | $2.0B | 15,728 |
| Pitney Bowes Inc. | CT | $1.7B | 10,825 |
| Seyfarth Shaw LLP | IL | $1.0B | 2,960 |
| GFT Infrastructure, Inc. | PA | $987M | 6,454 |
| Biomarin Pharmaceutical Inc. | CA | $840M | 3,362 |
| Coty Inc. | NY | $497M | 3,304 |
| Perkins&Will, Inc. | IL | $486M | 3,128 |
| Hok Group, Inc. | MO | $407M | 2,416 |
| American Consolidated Natural Resources, Inc. | OH | $309M | 1,828 |
| Golden State Foods LLC | CA | $292M | 6,400 |
| Continental Mills, Inc | WA | $174M | 1,095 |
| Harmonic Inc. | CA | $170M | 633 |
| Ghirardelli Chocolate Company | CA | $138M | 1,194 |
| Wella Operations US LLC | CA | $84.2M | 812 |
| Pacific Coast Producers | CA | $67.9M | 398 |
| Buckingham, Doolittle & Burroughs | OH | $61.4M | 213 |
| Stadler US Inc. | UT | $10.8M | 546 |
| Towing Network LLC | TX | $332K | 55 |
- Apple Inc.$30.8BCAParticipants 147,655
- Humana Inc.$8.7BKYParticipants 57,219
- UTParticipants 87,660
- Intuit Inc.$4.2BCAParticipants 41,891
- BVH, Inc.$3.6BKSParticipants 11,043
- Brown & Brown, Inc.$2.0BFLParticipants 15,728
- Pitney Bowes Inc.$1.7BCTParticipants 10,825
- Seyfarth Shaw LLP$1.0BILParticipants 2,960
- PAParticipants 6,454
- CAParticipants 3,362
- Coty Inc.$497MNYParticipants 3,304
- Perkins&Will, Inc.$486MILParticipants 3,128
- Hok Group, Inc.$407MMOParticipants 2,416
- OHParticipants 1,828
- CAParticipants 6,400
- WAParticipants 1,095
- Harmonic Inc.$170MCAParticipants 633
- CAParticipants 1,194
- Wella Operations US LLC$84.2MCAParticipants 812
- Pacific Coast Producers$67.9MCAParticipants 398
- OHParticipants 213
- Stadler US Inc.$10.8MUTParticipants 546
- Towing Network LLC$332KTXParticipants 55
Top client states
- CA8 plans
- IL2 plans
- OH2 plans
- UT2 plans
- CT1 plan
Frequently asked questions
- Who uses Dynamic Wealth Advisors?
- 23 retirement plans list Dynamic Wealth Advisors as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., Humana Inc., Intermountain Health Care, Inc., Intuit Inc. and BVH, Inc.. Most client plans are sponsored in CA, IL and OH.
- How many plans does Dynamic Wealth Advisors serve?
- Dynamic Wealth Advisors serves 23 retirement plans with $64.6B in plan assets and 406,819 participants, based on the latest Form 5500 filings through 2024.
- What does Dynamic Wealth Advisors charge?
- Plans reported $446K in total Schedule C compensation paid to Dynamic Wealth Advisors. The median plan paid $13K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served23+4 YoYRank #777 of mapped providers
Assets under administration$64.6B0.1%Rank #253 by share of filed assets
Fees received$446,169Median $12,885/planSum across Schedule C direct + indirect
Net wins YoY+15 won - 4 lostPlan-level switch detection
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