Original filing (PDF)20250718102250NAL0001520433001

KINETIC AUTOMATION, INC.

Name: KINETIC AUTOMATION, INC. — KINETIC AUTOMATION 401(K) PLAN, Form 5500 (2024)
Creator: KINETIC AUTOMATION, INC.

Form 5500-SF

FILING_RECEIVED

KINETIC AUTOMATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 AUTOMATION, INC..

Plan sponsor

Name

KINETIC AUTOMATION, INC.

EIN

87-1808817

Address

1735 E WILSHIRE AVE · STE 806 · SANTA ANA, CA · 92705

Phone

(510) 325-0728

Industry

Professional & Technical Servicessee 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

2025-07-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DAYSTAR COMPUTER SERVICES LLC

DAYSTAR COMPUTER SERVICES LLC 401(K) PROFIT SHARING PLAN

$1.2M · 24 participants

M3COM OF VIRGINIA

M3COM VA 401(K) PLAN

$1.2M · 16 participants

PUG CREATIVE TECHNOLOGIES, LLC

PUG CREATIVE TECHNOLOGIES, LLC CASH BALANCE PLAN

$1.2M · 2 participants

FINANCIAL SOFTWARE SOLUTIONS, LLC

FINANCIAL SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 12 participants

ORDORO INC

ORDORO 401(K) PLAN

$1.2M · 15 participants