Original filing (PDF)20250512155532NAL0012808579001

KINETIC WEALTH INVESTMENT ADVISORS, LLC

Name: KINETIC WEALTH INVESTMENT ADVISORS, LLC — KINETIC WEALTH INVESTMENT ADVISORS LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: KINETIC WEALTH INVESTMENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

KINETIC WEALTH INVESTMENT ADVISORS LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINETIC WEALTH INVESTMENT ADVISORS, LLC.

Plan sponsor

Name

KINETIC WEALTH INVESTMENT ADVISORS, LLC

EIN

85-3518277all filings

Address

366 LONG POINTE DRIVE · AVON LAKE, OH · 44012

Phone

(440) 250-9500

Industry

Finance & Insurancesee all

Plan administrator