Mark Kowalski signed The Kinetic Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Kinetic Group, Inc.'s EIN is 47-1016855.
Download the official 2024 Form 5500 (PDF) for The Kinetic Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Kinetic Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $630K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Index Fd Inst'l | Mutual Funds | — | $48.8M | $73.8M | 13.9% | |
| JPMCB SMTRTR PASSI BD 2035 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | $45.2M | $58.9M | 11.1% | |
| JPMCB SMTRTR PASSI BD 2050 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | $37.3M | $50.9M | 9.6% | |
| JPMCB SMTRTR PASSI BD 2045 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | $37.2M | $50.7M | 9.6% | |
| JPMCB SMTRTR PASSI BD 2040 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | $34.8M | $47.4M | 9.0% | |
| JPMCB SMTRTR PASSI BD 2030 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | $36.5M | $45.9M | 8.7% | |
| JPMCB SMTRTR PASSI BD 2055 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | $29.4M | $39.1M | 7.4% | |
| Vanguard Extend Mkt Index Inst | Mutual Funds | — | $25.6M | $34.4M | 6.5% | |
| JPMCB SMTRTR PASSI BD 2025 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | $23.5M | $28.9M | 5.5% | |
| Fidelity MgdInc II Class3 | Mutual Funds | — | $17.4M | $17.4M | 3.3% | |
| FIDELITY MANAG IN PORTFOLIO II CL 3 FIDELITY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $17.4M | 3.3% | |
| JPMCB SMTRTR PASSI BD 2060 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | $13.5M | $16.2M | 3.1% | |
| PART ICIPANT LOANS "," carrying an interest rate of 3.25% to 9.5% | Bonds / Notes | — | $13.9M | $13.9M | 2.6% | |
| JPMCB SMTRTR PASSI BD 2020 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | $9.3M | $11.4M | 2.2% | |
| PIMCO T otal Return Fd, Instit | Mutual Funds | — | $8.5M | $7.4M | 1.4% | |
| Vanguard T otal Intl Stk Inst | Mutual Funds | — | $6.9M | $7.1M | 1.3% | |
| PRIMECAP Odyssey Stock Fd | Mutual Funds | — | $6.2M | $5.9M | 1.1% | |
| JPMCB SMTRTR PASSI BD IN FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | $3.8M | $4.6M | 0.9% | |
| Self-Directed Brokerage Fund | Self-Directed Brokerage | — | $3.9M | $3.9M | 0.7% | |
| T otal Bond Mkt Index Adm | Other securities | — | $4.3M | $3.9M | 0.7% | |
| PGIM Jenn Sm Co R6 | Common Stocks | — | $2.8M | $2.9M | 0.6% | |
| Dodge Cox Global St Fd Cl I | Mutual Funds | — | $2.8M | $2.7M | 0.5% | |
| JPMCB SMTRTR PASSI BD 2065 FD CL CF JP MORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | $700K | $730K | 0.1% | |
| Vanguard Fed Money Mkt | Mutual Funds | — | $451K | $451K | <0.1% | |
| Harbor Div Intl AllCap Rt | Other securities | — | $428K | $431K | <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 |
|---|---|---|---|---|---|
| REED SMITH | 25-0749630 | — | NONE | $90K | — |
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $45K | — |
