# Kinetic Advantage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kinetic-advantage-llc-401k-plan

> Kinetic Advantage, LLC's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kinetic Advantage, LLC

- **Sponsor EIN:** 851409684

- **Sponsor Address:** 10333 N MERIDIAN ST, CARMEL, IN, 462901112

- **Plan Type:** 401(k)

- **Total Participants:** 199

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|199|$7.4M|$568,908|$1.1M|

| 2023|223|$5.5M|$573,747|$1.1M|

| 2022|250|$3.4M|$536,228|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| INVST|ADVISORY|$39,400|—|$39,400|

| AMERITAS LIFE INSURANCE CORP|SERVICE PROVIDER|$17,016|—|$17,016|

| CBIZ CPAS P.C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $56,416

- **Estimated Expense Ratio:** 0.763% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$58,274|$39,400|$17,016|—|—|

| 2023|$27,886|$20,851|—|—|—|

| 2022|$18,762|$13,188|$5,574|—|—|

## Similar Plans

- [Townsend Tree Service Company, INC.](https://planprovider.pro/companies/townsend-tree-service-company-inc-401k-plan-003) — 203 participants

- [National Salvage & Service Corp.](https://planprovider.pro/companies/national-salvage-service-corp-401k-plan) — 224 participants

- [Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Pension Fun](https://planprovider.pro/companies/board-of-trustees-bricklayers-union-local-no-6-of-indiana-pension-fun-plan) — 236 participants

- [Manhattan Mechanical Services, INC.](https://planprovider.pro/companies/manhattan-mechanical-services-inc-401k-plan) — 160 participants

- [Dan Cristiani Excavating Co., INC.](https://planprovider.pro/companies/dan-cristiani-excavating-co-inc-401k-plan) — 242 participants

- [Asbestos Workers Local 84 Pension](https://planprovider.pro/companies/asbestos-workers-local-84-pension-plan) — 115 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kinetic-advantage-llc-401k-plan)

© 2026 PlanProvider.Pro