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 a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATE | 20-0292745 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 20+ YR U S TREAS STRIPS | Other securities | — | — | $35.8M | 26.0% | |
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $35.8M | 26.0% | |
| LONG CR BD | Other securities | — | — | $18.9M | 13.7% | |
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | — | $18.9M | 13.7% | |
| CORE REAL ESTATE | Other securities | — | $41.5M | $12.3M | 8.9% | |
| AON GLOBAL EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | $10.4M | $11.5M | 8.3% | |
| AON NON-US EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | $11.2M | $11.3M | 8.2% | |
| AON US INTERMEDIATE GOVERNMENT | Other securities | — | $8.7M | $9.1M | 6.6% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $9.1M | 6.6% | |
| AON US LONG GOVERNMENT INDEX | Other securities | — | $8.0M | $7.9M | 5.7% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $7.9M | 5.7% | |
| AON DIVERSIFYING ALTERNATIVES | Other securities | — | $5.8M | $7.2M | 5.2% | |
| AON LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | — | $7.2M | 5.2% | |
| AON GLOBAL EQUITY CL I | Other securities | — | $4.8M | $6.3M | 4.5% | |
| AON CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | — | $6.3M | 4.5% | |
| AON NON-US EQUITY CL I | Other securities | — | $6.5M | $5.5M | 4.0% | |
| AON 20+ YEAR US TREASURY STRIPS AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | — | $5.5M | 4.0% | |
| AON OPPORTUNISTIC CREDIT | Other securities | — | $3.0M | $3.3M | 2.4% | |
| AON HIGH YIELD PLUS CL I | Other securities | — | $2.1M | $3.2M | 2.3% | |
| AON SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | — | $3.2M | 2.3% | |
| AON GLOBAL REAL ESTATE CL I | Other securities | — | $1.1M | $1.2M | 0.8% | |
| AON INTERMEDIATE GOVERNMENT BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| AON HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $476K | 0.3% | |
| AON GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $437K | 0.3% | |
| EB TEMP INV FD | Other securities | — | — | $425K | 0.3% | |
| AON MULTI ASSET CREDIT FUND | Other securities | — | — | $407K | 0.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT | 27-2436452 | — | NONE | $623K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $69K | — |
