Kinetic Advantage 401(k) Plan
Sponsored by Kinetic Advantage, Llc · EIN 851409684 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 199
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Invst, Llc CRD 282863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invst | Investment advisory (plan) | $39,400 |
| Ameritas Life Insurance Corp | Contract administrator | $17,016 |
| Cahrles Schwab Bank | Custodial (securities) | $1,858 |