C. David Edwards signed Kinetic Physical Therapy and Wellness, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kinetic Physical Therapy and Wellness, Inc.'s EIN is 27-2760356.
Download the official 2024 Form 5500 (PDF) for Kinetic Physical Therapy and Wellness, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kinetic Physical Therapy and Wellness, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES INC | 37-1808847 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 1PR | Common Collective Trusts | — | $1.0M | $1.3M | 21.0% | |
| FID FDM IDX 2050 1PR | Common Collective Trusts | — | $834K | $1.0M | 17.0% | |
| FID 500 INDEX | Common Collective Trusts | — | $545K | $720K | 11.7% | |
| FID FDM IDX 2045 1PR | Common Collective Trusts | — | $437K | $533K | 8.6% | |
| FID FDM IDX 2060 1PR | Common Collective Trusts | — | $425K | $493K | 8.0% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $132K | $230K | 3.7% | |
| BAIRD AGGR BOND INST | Other securities | — | $215K | $212K | 3.4% | |
| FID FDM IDX 2040 1PR | Common Collective Trusts | — | $98K | $123K | 2.0% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $119K | $119K | 1.9% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $91K | $118K | 1.9% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $117K | $117K | 1.9% | |
| JHANCOCK BOND R6 | Other securities | — | $111K | $109K | 1.8% | |
| FID MID CAP IDX | Common Collective Trusts | — | $82K | $99K | 1.6% | |
| COL DIVIDEND INC 13 | Common Stocks | — | $90K | $99K | 1.6% | |
| FID FDM IDX 2030 1PR | Common Collective Trusts | — | $89K | $99K | 1.6% | |
| FID FDM IDX 2025 1PR | Common Collective Trusts | — | $64K | $69K | 1.1% | |
| FID FDM IDX 2015 1PR | Common Collective Trusts | — | $62K | $66K | 1.1% | |
| AS SPL MID CAP VAL R6 | Other securities | — | $59K | $57K | 0.9% | |
| FID SM CAP IDX | Common Collective Trusts | — | $48K | $57K | 0.9% | |
| FID INTL INDEX | Mutual Funds | — | $46K | $48K | 0.8% | |
| FID FDM IDX 2035 1PR | Common Collective Trusts | — | $39K | $46K | 0.7% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $41K | $45K | 0.7% | |
| WM BLAIR SMDCP GR R6 | Other securities | — | $22K | $24K | 0.4% | |
| MFS VALUE R6 | Mutual Funds | — | $18K | $19K | 0.3% | |
| FID SM CAP VAL IDX | Common Collective Trusts | — | $15K | $17K | 0.3% | |
| Participant Loans | Participant loans | — | — | $14K | 0.2% | |
| BLKRK COMMDTY STR IS | Other securities | — | $10K | $9K | 0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $4K | $4K | <0.1% | |
| PIMCO INCOME INST | Mutual Funds | — | $2K | $2K | <0.1% | |
| FID FDM IDX 2020 1PR | Common Collective Trusts | — | $286 | $306 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARROW, PARRIS & DAVENPORT, PA | 20-3919567 | — | ACCOUNTANT/AUDITOR | $13K | — |
