Filings through Oct 24, 2026.

Retirement plan

Kinexion, Inc. 401(a) Retirement Plan

Name: KINEXION, INC. - KINEXION, INC. 401(A) RETIREMENT PLAN (2025) Form 5500
Creator: KINEXION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINEXION, INC. 401(A) RETIREMENT PLAN, KINEXION, INC.

Kinexion, Inc.EIN 88-2233282Plan #001PY 2025

221 NORTH SUNRISE SERVICE ROAD - MANORVILLE, NY 11949631-878-8900

Other plans on this EIN

1 filing

#002Retirement-$72.2M assets

Prospect flagsFew collective trustsFund lineup: 15 funds, $19.2M

How to read this page

Total assets (EOY)

$20.5M

No prior year

Total participants

1,046

No prior year

Average account balance

$21,752

No prior year

Annual return

13.19%

No prior year

Benchmarks

See 4,075 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,075 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290	Contract Administrator	$110,272
BPAS1+ years Service code 13 · EIN 16-1503696	Contract Administrator	$17,319
FOCUSED WEALTH MANAGEMENT1+ years Filed as: FOCUSED WEALTH MANAGEMENT, INC Service code 27 · EIN 27-2575734	Advisory (Plan)	$9,351

Fund lineup

CSV with Pro

15 funds of $250K or more; 16 lines in all, holding $19.2M of the plan's $20.5M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds15%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series52%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$10.0M	52.0%
Vanguard Tgt Retirem’t Income Vanguard · Mutual fund	Vanguard	Mutual fund	$5.8M	30.0%
Fidelity 500 Index Inst’l Prem Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$584K	3.0%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$508K	2.6%
Lincoln NY SVF 0 Lincoln Financial · Insurance contract	Lincoln Financial	Insurance contract	$493K	2.6%
Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$413K	2.1%
Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$412K	2.1%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$299K	1.6%
Fidelity International Index Ins Pre Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$265K	1.4%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$231K	1.2%

See the other 6 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$137K

$153 / participant

Recordkeeping$17K12.6%
Investment mgmt$9K6.8%
Contract admin$110K80.5%

% of EOY assets

0.668%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BDO USA,PC
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE CO

Service code 13 · EIN 42-0127290

Contract Administrator

$110,272

BPAS1+ years

Service code 13 · EIN 16-1503696

Contract Administrator

$17,319

FOCUSED WEALTH MANAGEMENT1+ years

Filed as: FOCUSED WEALTH MANAGEMENT, INC

Service code 27 · EIN 27-2575734

Advisory (Plan)

$9,351

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$10.0M

52.0%

Vanguard Tgt Retirem’t Income

Vanguard · Mutual fund

$5.8M

30.0%

Fidelity 500 Index Inst’l Prem

Fidelity (FMR) · Mutual fund

Index

$584K

3.0%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$508K

2.6%

Lincoln NY SVF 0

Lincoln Financial · Insurance contract

$493K

2.6%

Vanguard Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$413K

2.1%

Vanguard Total Bond Market Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$412K

2.1%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$299K

1.6%

Fidelity International Index Ins Pre

Fidelity (FMR) · Mutual fund

Index

$265K

1.4%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$231K

1.2%

Kinexion, Inc. 401(a) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Kinexion, Inc. 401(a) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion