Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Mixed - HARTFORD LIFE AND ACCIDENT
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE KINETIC GROUP, INC. 401(K) PLAN | 401k | $529.1M | 5,391 | 2024 | |
| 002 | THE KINETIC GROUP, INC. PENSION AND RETIREMENT PLAN | CashBalance | $138.0M | 1,602 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE KINETIC GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $3.0M | 4,898 | 2024 |