Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$333K
- Vision$333K
- Life$333K
- Short-term disability$333K
- Long-term disability$333K
- Other$333K
Sponsor portfolio
KINETIC ADVANTAGE, LLC
EIN 85-1409684financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$333K premiums
Participants
416
10333 N MERIDIAN STREET, SUITE 400 - CARMEL, IN 46290kineticadvantage.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $333K premiums / 194 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- AMERICAN HEALTHCARE GROUP, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KINETIC ADVANTAGE 401(K) PLAN
401k
Assets$7.4M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KINETIC ADVANTAGE, LLC HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$333K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KINETIC ADVANTAGE 401(K) PLAN | 401k | $7.4M | 222 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KINETIC ADVANTAGE, LLC HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $333K | 194 | 2025 |
Retirement plans
Welfare plans