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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$3.8M
Participants
4
Plans on file
1

The KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k) on its latest Form 5500

KINETIC WEALTH INVESTMENT ADVISORS, LLC (EIN 85-3518277) reports KINETIC WEALTH INVESTMENT ADVISORS 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 4 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 KINETIC WEALTH INVESTMENT ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k)?

KINETIC WEALTH INVESTMENT ADVISORS, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask KINETIC WEALTH INVESTMENT ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KINETIC WEALTH INVESTMENT ADVISORS, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: KINETIC WEALTH INVESTMENT ADVISORS, LLC — all Form 5500 filings (EIN 85-3518277) · Ohio employer EIN lookup · Form 5500 search
KINETIC WEALTH INVESTMENT ADVISORS, LLC 401(k) Plan — Form 5500