Plan Ledger DOL Form 5500 · updated monthly

Cash Flow Management, LLC dba Kinective401(k)

KINECTIVE 401K PLAN · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cash Flow Management, LLC dba Kinective reported $71,328 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,794 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 316th-largest of 1,285 plans among Arizona employers on file, and the 860th of 3,341 in other services. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,348,593
Participants with balances253
Active participants300
Employer contributions$838,279
Employee contributions$2,017,674
Employer contribution per active participant$2,794
Average account balance$100,192
Benefits paid to participants$2,699,288
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,928
Investment management$400
Total administrative$71,328
The Cash Flow Management, LLC dba Kinective 401(k) match · 2024
Employer contribution per active participant$2,794
Median for plans this size$2,416

Cash Flow Management, LLC dba Kinective's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,975
BANKERS TRUST$54,953

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$71,328 · 0.31%
Same employer
Similar plansOther Services · Arizona
Alliance Defending Freedom AZ$31.1M · 0.17%
Next Phase Enterprises, LLC AZ$27.5M · 0.21%
Bluum USA, Inc. AZ$24.6M · 0.25%
Make-A-Wish Foundation AZ$22.6M · 0.38%
Food for the Hungry, Inc. AZ$18.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262374074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.