What public Form 5500 filings show about the Cash Flow Management, LLC DBA Kinective 401(k) plan — and how to find and check your own account.
Cash Flow Management, LLC DBA Kinective (EIN 26-2374074) reports KINECTIVE 401K PLAN on its most recent Form 5500, with $25.3M in plan assets across 300 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cash Flow Management, LLC DBA Kinective filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is BANKERS TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cash Flow Management, LLC DBA Kinective 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL.
