How big is Grandview Financial Group, LLC's plan?

Grandview Financial Group, LLC's plan reported $238K in assets and 6 participants for 2022.

Original filing (PDF)20230926160855NAL0018553762001

Grandview Financial Group, LLC

Name: Grandview Financial Group, LLC — Grandview Financial, Form 5500 (2022)
Creator: Grandview Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grandview Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Grandview Financial Group, LLC's Grandview Financial Group, LLC 401(k) Profit Sharing Plan held $238K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Kelly Morgan signed Grandview Financial Group, LLC's 2022 Form 5500 as plan administrator.

Kelly Morgan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Grandview Financial Group, LLC's EIN is 01-0677190.

EIN 01-0677190

Plan number 001

Plan year 2022

ACK ID 20230926160855NAL0018553762001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Grandview Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Grandview Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANDVIEW FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score