How big is SAEC/Kinetic Vision, Inc.'s plan?

SAEC/Kinetic Vision, Inc.'s plan reported $14.0M in assets and 129 participants for 2024.

Original filing (PDF)20251013114620NAL0000551347001

SAEC/Kinetic Vision, Inc.

Name: SAEC/Kinetic Vision, Inc. — SAEC/Kinetic Vision, Form 5500 (2024)
Creator: SAEC/Kinetic Vision, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SAEC/Kinetic Vision, Inc. Retirement Plan

401(k) retirement plan · SAEC/Kinetic Vision, Inc.'s SAEC/Kinetic Vision, Inc. Retirement Plan held $14.0M in plan assets for 129 participants in 2024, with Fidelity as recordkeeper.

Active participants

129

Accounts w/ balance

151

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

People on this filing

Zach Myers signed SAEC/Kinetic Vision, Inc.'s 2024 Form 5500 as plan administrator.

Zach Myers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SAEC/Kinetic Vision, Inc.'s EIN is 31-1231057.

EIN 31-1231057

Plan number 001

Plan year 2024

ACK ID 20251013114620NAL0000551347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAEC/Kinetic Vision, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAEC/Kinetic Vision, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAEC/KINETIC VISION, INC..

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SAEC/KINETIC VISION, INC.

EIN

all filings

Address

10651 AEROHUB BLVD. · CINCINNATI, OH · 45215

Phone

(513) 793-4959

Industry

Engineering Services· Professional & Technical Services

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$749	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCA INVESTMENT ADVISORY SERVICES	59-3766965	—	ADVISOR	$15K	—

Investments

47 direct securities· $14.0M(100% of reported assets)

Mutual Funds

$10.7M

27 holdings

Common Collective Trusts

$3.0M

14 holdings

Other securities

$213K

5 holdings

Bonds / Notes

$35K

1 holding

					% of plan
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$3.3M	23.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.9M	13.6%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	11.4%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	9.5%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	8.4%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$918K	6.6%
Fidelity Growth Discovery Fund Mutual Fund	Mutual Funds	—	—	$438K	3.1%
Vanguard Total Stock Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$372K	2.7%
Fidelity Freedom Income Fund Mutual Fund ** 109 * Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$282K	2.0%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$242K	1.7%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$215K	1.5%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$192K	1.4%
Vanguard Intermediate-Term Bond Index Mutual Fund	Mutual Funds	—	—	$148K	1.1%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$139K	1.0%
Vanguard Treasury Money Market Money Market Fund	Mutual Funds	—	—	$132K	0.9%
Vanguard Dividend Appreciation Index Fund Mutual Fund	Common Collective Trusts	—	—	$123K	0.9%
Vanguard Developed Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$120K	0.9%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$105K	0.8%
Fidelity Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$104K	0.7%
Vanguard Small-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$100K	0.7%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$91K	0.7%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$84K	0.6%
Fidelity Focused Stock Fund Mutual Fund	Mutual Funds	—	—	$82K	0.6%
Fidelity Large-Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$72K	0.5%
Vanguard Mid-Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.5%
Cohen & Steers Realty Shares Fund Mutual Fund	Other securities	—	—	$65K	0.5%
Oakmark Fund Investor Class Mutual Fund	Other securities	—	—	$64K	0.5%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$60K	0.4%
Vanguard Equity-Income Fund Mutual Fund	Mutual Funds	—	—	$52K	0.4%
T. Rowe Price U.S. Large-Cap Core Fund Mutual Fund	Other securities	—	—	$50K	0.4%
Fidelity Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$42K	0.3%
PIMCO Income Fund Institutional Mutual Fund	Mutual Funds	—	—	$35K	0.3%
Participant Loan (interest rate at 4.50% with maturity in 2029) - $	Bonds / Notes	—	—	$35K	0.3%
Vanguard International Growth Fund Mutual Fund	Mutual Funds	—	—	$31K	0.2%
Vanguard Balanced Index Fund Mutual Fund	Common Collective Trusts	—	—	$29K	0.2%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$24K	0.2%
Fidelity International Growth Fund Mutual Fund	Mutual Funds	—	—	$23K	0.2%
Metropolitan West Total Return Bond Fund Mutual Fund	Other securities	—	—	$21K	0.1%
Fidelity Small-Cap Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$16K	0.1%
Vanguard Wellesley Income Fund Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Allspring Special Small Cap Value Fund Mutual Fund	Other securities	—	—	$13K	<0.1%
Vanguard Small-Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	<0.1%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity Multi-Asset Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	<0.1%
Vanguard International Value Fund Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Freedom 2020 Fund Mutual Fund ** 747 * Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$4K	<0.1%