Kingsview Wealth Management LLC (EIN 26-4016866) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.7M in plan assets and 204 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Kingsview Wealth Management LLC 401(k) Plan | 001 | 125 | $2.7M |
| Kingsview Wealth Management LLC Health & Welfare Plan | 501 | 79 | $0 |
26-4016866 is the Employer Identification Number (EIN) Kingsview Wealth Management LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
