Kinetic Systems, Inc. Retirement Savings Plan
Sponsored by Kinetic Systems, Inc. · EIN 942229569 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 0
- With balances
- 386
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $36,000 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $34,130 |
| Frank, Rimerman & Co.,Llp | Accounting | $5,750 |