AUMdb

The Kinetic Group, Inc. Pension And Retirement Plan

Sponsored by The Kinetic Group, Inc. · EIN 471016855 · Plan #002

Total assets
$138M
Net assets
$137M
Active participants
430
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Parametric Portfolio Associates Llc CRD 114310 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Aon Hewitt Actuarial, Consulting (pension), Investment management $622,951
Parametric Portfolio Associate Plan administrator, Investment management, Direct payment from the plan $99,137
Grant Thornton Llp Accounting, Direct payment from the plan $74,056
The Bank Of New York Mellon Custodial (other), Trustee (institutional), Investment management $69,046