ADAM Galema signed Kinetic Advantage, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kinetic Advantage, LLC's EIN is 85-1409684.
Download the official 2024 Form 5500 (PDF) for Kinetic Advantage, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kinetic Advantage, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAHRLES SCHWAB BANK | 82-3967259 | — | CUSTODIAL FEES | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVST | 81-1661697 | — | ADVISORY | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $1.4M | 18.7% | |
| Vanguard Target Retirement 2035 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $1.2M | 16.7% | |
| Vanguard Target Retirement 2050 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $940K | 12.7% | |
| Vanguard Target Retirement 2030 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $896K | 12.1% | |
| Vanguard Target Retirement 2040 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $836K | 11.3% | |
| Vanguard Target Retirement 2025 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $807K | 10.9% | |
| Vanguard Target Retirement 2055 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $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) | Mutual Funds | — | — | $215K | 2.9% | |
| Vanguard Target Retirement 2065 Investor Shares Mutual Funds (1) | Mutual Funds | — | — | $120K | 1.6% | |
| Interest Bearing Cash * Schwab Bank Savings Interesting Bearing Cash (1) 92 * Participant Loans Interest rates of 4.25% - 9.50% - 0 - | Mutual Funds | — | — | $67K | 0.9% | |
| iShares 7-10 Year Treasury Bond ETF Mutual Funds (1) | U.S. Treasuries | — | — | $3K | <0.1% | |
| iShares 20+ Year Treasury Bond ETF Mutual Funds (1) | U.S. Treasuries | — | — | $2K | <0.1% | |
| Stable Value Fund * Lincoln Stable Value Account Stablue Value Fund (1) | Stable Value | — | — | $2K | <0.1% | |
| PIMCO Investment Grade Corp Bond ETF IV Mutual Funds (1) 317 * Schwab US Large-Cap Growth ETF Mutual Funds (1) | Mutual Funds | — | — | $2K | <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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | SERVICE PROVIDER | $17K | — |
