Cash Flow Management, LLC DBA Kinective 401(k) match, vesting and fees
What Cash Flow Management, LLC DBA Kinective's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Cash Flow Management, LLC DBA Kinective: employer contribution per participant | $3,313 | |
| Peer median | $1,803 |
| Cash Flow Management, LLC DBA Kinective: average balance | $100,192 | |
| Peer median | $48,934 |
| Cash Flow Management, LLC DBA Kinective: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.8M at the end of plan year 2022 to $25.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 331 | $25.3M | $838K | $3,313 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 264 | $21.2M | $558K | $2,669 | 0.36% | Not published | 5500-SF ↗ |
| 2022 | 88 | $3.8M | $182K | $2,882 | 0.80% | Not published | 5500-SF ↗ |
Common questions
Does Cash Flow Management, LLC DBA Kinective match 401(k) contributions?
The match terms for the Kinective 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $838K in employer contributions, about $3,313 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cash Flow Management, LLC DBA Kinective 401(k) match vested?
The vesting schedule for the Kinective 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cash Flow Management, LLC DBA Kinective 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Cash Flow Management, LLC DBA Kinective.
I left Cash Flow Management, LLC DBA Kinective. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cash Flow Management, LLC DBA Kinective, (602) 264-7263) or the recordkeeper, Fidelity Investments Institutional. The Cash Flow Management, LLC DBA Kinective old 401(k) page lists the contacts from every plan filing. Find an old Cash Flow Management, LLC DBA Kinective 401(k)
Data from the public Form 5500 annual reports Cash Flow Management, LLC DBA Kinective filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cash Flow Management, LLC DBA Kinective. Not financial advice. Report a correction · Methodology