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Original filing (PDF)20251015161006NAL0002726051001
KINETIC ADVANTAGE, LLC
Form 5500
FILING_RECEIVED
KINETIC ADVANTAGE 401(K) PLAN
401(k) retirement plan
Signals · 2
~79 bps in Sched C feesNo recordkeeper disclosed
Active participants
199
Accounts w/ balance
154
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 79 bps in Schedule C fees — 52% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINETIC ADVANTAGE, LLC.
Plan sponsor
Name
KINETIC ADVANTAGE, LLC
EIN
85-1409684
Address
10333 N MERIDIAN ST · STE 400 · CARMEL, IN · 462901112
Phone
(463) 251-5894
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAHRLES SCHWAB BANK | 82-3967259 | — | CUSTODIAL FEES | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVST | 81-1661697 | — | ADVISORY | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | SERVICE PROVIDER | $17K | — |
Investments
15 direct securities· $7.3M(99% of reported assets)
Uncategorized
$7.0M
14 holdings
Mutual Funds
$396K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Investor Shares Mutual Funds (1) | — | — | — | $1.4M | 18.7% | |
| Vanguard Target Retirement 2035 Investor Shares Mutual Funds (1) | — | — | — | $1.2M | 16.7% | |
| Vanguard Target Retirement 2050 Investor Shares Mutual Funds (1) | — | — | — | $940K | 12.7% | |
| Vanguard Target Retirement 2030 Investor Shares Mutual Funds (1) | — | — | — | $896K | 12.1% | |
| Vanguard Target Retirement 2040 Investor Shares Mutual Funds (1) | — | — | — | $836K | 11.3% | |
| Vanguard Target Retirement 2025 Investor Shares Mutual Funds (1) | — | — | — | $807K | 10.9% | |
| Vanguard Target Retirement 2055 Investor Shares Mutual Funds (1) | — | — | — | $450K | 6.1% | |
| Vanguard Target Retirement 2020 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $396K | 5.4% | |
| Vanguard Target Retirement 2060 Investor Shares Mutual Funds (1) | — | — | — | $215K | 2.9% | |
| Vanguard Target Retirement 2065 Investor Shares Mutual Funds (1) | — | — | — | $120K | 1.6% | |
| Interest Bearing Cash * Schwab Bank Savings Interesting Bearing Cash (1) 92 * Participant Loans Interest rates of 4.25% - 9.50% - 0 - | — | — | — | $67K | 0.9% | |
| iShares 7-10 Year Treasury Bond ETF Mutual Funds (1) | — | — | — | $3K | <0.1% | |
| iShares 20+ Year Treasury Bond ETF Mutual Funds (1) | — | — | — | $2K | <0.1% | |
| Stable Value Fund * Lincoln Stable Value Account Stablue Value Fund (1) | — | — | — | $2K | <0.1% | |
| PIMCO Investment Grade Corp Bond ETF IV Mutual Funds (1) 317 * Schwab US Large-Cap Growth ETF Mutual Funds (1) | — | — | — | $2K | <0.1% |
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