· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KINESIS, INC. — KINESIS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708154908NAL0002358979001
KINESIS, INC.
Form 5500-SF
FILING_RECEIVED
KINESIS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
16
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KINESIS, INC.
.
Find decision makers
Plan sponsor
Name
KINESIS, INC.
EIN
20-2143017
Address
3519 NE 15TH AVENUE, #343 · PORTLAND, OR · 97212
Phone
(503) 922-2289
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
VICTOR LLERAS
UBS TRUST COMPANY OF PR VICTOR LLERAS RETIREMENT PLAN
$1.6M · 1 participants
INTERNATIONAL BUSINESS STRATEGIES, INC.
IBS 401(K) PLAN
$1.6M · 6 participants
SG STEEL COIL SERVICE LLC
SG STEEL COIL SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 4 participants
AERO-SPACE REPORTS, INC
AERO-SPACE RETIREMENT PLAN
$1.6M · 23 participants
TARGET HOLDINGS, INC.
TARGET HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 155 participants
DIAMONDBACK PLUMBING SERVICES, INC.
DIAMONDBACK PLUMBING SERVICES, INC. DEFINED BENEFIT PLAN
$1.6M · 3 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B