Original filing (PDF)20250512111432NAL0016801553001

KINETIC WEALTH INVESTMENT ADVISORS, LLC

Name: KINETIC WEALTH INVESTMENT ADVISORS, LLC — KINETIC WEALTH INVESTMENT ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: KINETIC WEALTH INVESTMENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

KINETIC WEALTH INVESTMENT ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINETIC WEALTH INVESTMENT ADVISORS, LLC.

Plan sponsor

Name

KINETIC WEALTH INVESTMENT ADVISORS, LLC

EIN

85-3518277

Address

366 LONG POINTE DRIVE · AVON LAKE, OH · 44012

Phone

(440) 250-9500

Industry

Finance & Insurancesee 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

2025-05-12

Pension benefit codes

2D · Offset of another plan

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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