Sarah Schedler signed Cash Flow Management, LLC DBA Kinective's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cash Flow Management, LLC DBA Kinective's EIN is 26-2374074.
Download the official 2024 Form 5500 (PDF) for Cash Flow Management, LLC DBA Kinective from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cash Flow Management, LLC DBA Kinective's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKERS TRUST | 23-3060382 | — | RECORDKEEPER | $55K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID LG CAP GR IDX | Common Collective Trusts | — | — | $4.2M | 16.7% | |
| Fidelity Investments FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $3.0M | 12.0% | |
| Fidelity Investments FID LG CAP VAL IDX | Common Collective Trusts | — | — | $1.6M | 6.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.5M | 5.7% | |
| The Lincoln National Life Insurance Company LINCOLN STABLE VALUE | Stable Value | — | — | $1.3M | 5.2% | |
| Fidelity Investments FID MID CAP VAL IDX | Common Collective Trusts | — | — | $1.2M | 4.8% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $1.2M | 4.8% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $1.2M | 4.6% | |
| Fidelity Investments FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.1M | 4.2% | |
| Fidelity Investments FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.0M | 4.1% | |
| Fidelity Investments FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $979K | 3.9% | |
| Fidelity Investments FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $852K | 3.4% | |
| Fidelity Investments FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $715K | 2.8% | |
| Fidelity Investments FID SEL TECHNOLOGY | Mutual Funds | — | — | $611K | 2.4% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | — | $582K | 2.3% | |
| Fidelity Investments FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $520K | 2.1% | |
| Fidelity Investments FID MID CAP GR IDX | Common Collective Trusts | — | — | $414K | 1.6% | |
| Fidelity Investments FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $380K | 1.5% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $377K | 1.5% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $299K | 1.2% | |
| Fidelity Investments FID SMALL CAP VALUE | Mutual Funds | — | — | $291K | 1.1% | |
| Pacific Investment Management Company PIMCO INCOME INST | Mutual Funds | — | — | $276K | 1.1% | |
| Fidelity Investments FID FDM IDX INC IPR | Common Collective Trusts | — | — | $246K | 1.0% | |
| Participant Loans Participant Loans - 5.25% to 9.50%, maturing through November 2051 | Bonds / Notes | — | — | $236K | 0.9% | |
| Putnam Investments PUTNAM SM CAP GR R6 | Mutual Funds | — | — | $200K | 0.8% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $184K | 0.7% | |
| Fidelity Investments FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $162K | 0.6% | |
| Fidelity Investments FID CONTRAFUND | Mutual Funds | — | — | $158K | 0.6% | |
| Fidelity Investments FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $137K | 0.5% | |
| DFA Real Estate Securities DFA US SUSTAIN CORE1 | Mutual Funds | — | — | $101K | 0.4% | |
| DFA Real Estate Securities DFA REAL EST SEC I | Mutual Funds | — | — | $82K | 0.3% | |
| JP Morgan Chase JPM US VALUE R6 | Other securities | — | — | $74K | 0.3% | |
| Fidelity Investments FID GOVT MMKT DM | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $22K | <0.1% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments FID NATURAL RES | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Investments FID SM CAP GR IDX | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
