How big is Kingsview Wealth Management LLC's plan?

Kingsview Wealth Management LLC's plan reported $2.7M in assets and 125 participants for 2024.

Original filing (PDF)20251118165057NAL0002843905001

Kingsview Wealth Management LLC

Name: Kingsview Wealth Management LLC — Kingsview Wealth, Form 5500 (2024)
Creator: Kingsview Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kingsview Wealth Management LLC 401(k) Plan

401(k) retirement plan · Kingsview Wealth Management LLC's Kingsview Wealth Management LLC 401(k) Plan held $2.7M in plan assets for 125 participants in 2024.

Signals · 2

Late filing · 0.1 moNo auditor on file

Active participants

125

Accounts w/ balance

147

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Carlo Grifantini signed Kingsview Wealth Management LLC's 2024 Form 5500 as plan administrator.

Carlo Grifantini — 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

Kingsview Wealth Management LLC's EIN is 26-4016866.

EIN 26-4016866

Plan number 001

Plan year 2024

ACK ID 20251118165057NAL0002843905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kingsview Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kingsview Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off