How big is Grandview Financial Group LLC's plan?

Grandview Financial Group LLC's plan reported $884K in assets and 8 participants for 2024.

Original filing (PDF)20250610084650NAL0043386866001

Grandview Financial Group LLC

Name: Grandview Financial Group LLC — Grandview Partners, Form 5500 (2024)
Creator: Grandview Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grandview Partners LLC 401(k) Plan

401(k) retirement plan · Grandview Financial Group LLC's Grandview Partners LLC 401(k) Plan held $884K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

People on this filing

Douglas R. Mavilia signed Grandview Financial Group LLC's 2024 Form 5500 as plan administrator.

Douglas R. Mavilia — 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 87-3563377.

EIN 87-3563377

Plan number 001

Plan year 2024

ACK ID 20250610084650NAL0043386866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Grandview Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

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