Kingsmark Private Financial Advisors, LLC

Rebecca Toole Anderson signed Kingsmark Private Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

• Rebecca Toole Anderson — Plan Administrator — Form 5500 signer

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

Kingsmark Private Financial Advisors, LLC's EIN is 26-2827058.

Download the official 2024 Form 5500 (PDF) for Kingsmark Private Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

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