· 2022–2024 · DOL EFAST2
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KINGSVIEW WEALTH MANAGEMENT LLC — KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251118165057NAL0002843905001
KINGSVIEW WEALTH MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
KINGSVIEW WEALTH MANAGEMENT LLC 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.1 mo
No auditor on file
Active participants
125
Accounts w/ balance
147
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KINGSVIEW WEALTH MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
KINGSVIEW WEALTH MANAGEMENT LLC
EIN
26-4016866
Address
509 SE 7TH ST, 2ND FLOOR · GRANTS PASS, OR · 97526
Phone
(541) 215-4187
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 0.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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