Kingsview Asset Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,722

Total plan assets

$134.4M

Filings (rows)

Direct comp

$160K

Indirect comp

SERVICES PROVIDED

Investment manager7

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
VEE PAK, LLC VEE PAK, LLC 401 (K) Plan · all filings	HODGKINS, IL	Investment manager	0	$77.1M	$28K	$0
Sunrise Credit Services, Inc. Sunrise Credit Services, Inc. 401(k) Plan · all filings	MELVILLE, NY	Investment manager	187	$14.1M	$31K	$0
Sunrise Credit Services, Inc. Sunrise Credit Services, Inc. 401(k) Plan · all filings	MELVILLE, NY	Investment manager	197	$12.0M	$26K	$0
Procare MSO, LLC Procare LTC 401(k) Profit Sharing Plan and Trust · all filings	FARMINGDALE, NY	Advisor / Consultant	539	$10.6M	$0	$0
Sunrise Credit Services, Inc. Sunrise Credit Services, Inc. 401(k) Plan · all filings	MELVILLE, NY	Investment manager	208	$10.3M	$27K	$0
BPA International, Inc. BPA International, Inc. 401(k) Plan · all filings	HUNTINGTON STATION, NY	Investment manager	191	$3.8M	$16K	$0
BPA International, Inc. BPA International, Inc. 401(k) Plan · all filings	HUNTINGTON STATION, NY	Investment manager	116	$3.6M	$18K	$0
BPA International, Inc. BPA International, Inc. 401(k) Plan · all filings	MELVILLE, NY	Investment manager	284	$2.9M	$14K	$0