Back to filter
Original filing (PDF)20251008104802NAL0013175346001
KINETIC VENTURES, LLC
Form 5500-SF
FILING_RECEIVED
KINETIC VENTURES, LLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINETIC VENTURES, LLC.
Plan sponsor
Name
KINETIC VENTURES, LLC
EIN
52-2034799
Address
TWO WISCONSIN CIRCLE SUITE 700 · CHEVY CHASE, MD · 20815
Phone
(301) 652-8066
Industry
Management of Companies / Holdingssee all
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Management of Companies / Holdings plans
P&F INDUSTRIES, INC.
P&F INDUSTRIES, INC. RETIREMENT SAVINGS PLAN
$15.6M · 169 participants
BAYSHORE GLOBAL MANAGEMENT LLC
BAYSHORE GLOBAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$15.7M · 83 participants
MIAMI NATION ENTERPRISES
MIAMI NATION ENTERPRISES 401(K) PROFIT SHARING PLAN
$15.4M · 559 participants
THE OHIO MASONIC HOME
THE OHIO MASONIC HOME 403(B) RETIREMENT SAVINGS PLAN
$15.8M · 574 participants
INDUCTOTHERM CORP
INDUCTOTHERM CORP 401(K) PLAN
$15.8M · 284 participants
COQUILLE ECONOMIC DEVELOPMENT CORPORATION
KO-KWEL ENTERPRISES 401(K) PLAN
$15.3M · 505 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B