Retirement plan

DYNAMIC WOOD SOLUTIONS 401(K) PLAN

Name: DYNAMIC WOOD SOLUTIONS, LLC - DYNAMIC WOOD SOLUTIONS 401(K) PLAN (2025) Form 5500
Creator: DYNAMIC WOOD SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DYNAMIC WOOD SOLUTIONS 401(K) PLAN, DYNAMIC WOOD SOLUTIONS, LLC

DYNAMIC WOOD SOLUTIONS, LLCEIN 27-0308272Plan #001PY 2025

2068 E. SHERMAN BLVD - MUSKEGON, MI 49444231-246-7139dynamicwoodsolutions.netLinkedIn11-50 employeesbuilding materials

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+31.1% from 2024

Total participants

+7.1% from 2024

Average account balance

$86,234

+12.3% from 2024

Annual return

20.23%

+3.62 pp from 2024

Benchmarks

See 4,202 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,202 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$86K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.23%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$898

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$1048 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.041%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,234

$139,948-38.4%

$121,663-29.1%

$154,746-44.3%

Participation rate

91.7%

78.0%+13.7pp

74.5%+17.2pp

80.7%+11.0pp

Annual return

20.23%

230.52%-210.3pp

147.54%-127.3pp

172.34%-152.1pp

Employer contribution / active EE

$1,841

$3,521-47.7%

$3,020-39.0%

$4,379-58.0%

Participant deferral / active EE

$6,828

$5,629+21.3%

$4,887+39.7%

$6,730+1.5%

Admin fee / account holder

$898

$17,321-94.8%

$14,289-93.7%

$14,365-93.7%

DYNAMIC WOOD SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DYNAMIC WOOD SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion