# Kingsview Wealth Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/kingsview-wealth-management-llc-264016866-501

> Kingsview Wealth Management LLC&#39;s 401(k) plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kingsview Wealth Management LLC

- **Sponsor EIN:** 264016866

- **Sponsor Address:** 509 SE 7TH STREET, GRANTS PASS, OR, 97526

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 79

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|79|$0|$0|$0|

| 2023|95|$0|$0|$0|

| 2022|83|$0|$0|$0|

| 2021|50|$0|$0|$0|

| 2020|44|$0|$0|$0|

## Similar Plans

- [R.V. Kuhns & Associates, INC. Dba Rvk, INC.](https://planprovider.pro/companies/r-v-kuhns-associates-inc-dba-rvk-inc-plan) — 143 participants

- [Rvk, INC.](https://planprovider.pro/companies/rvk-inc-930910652-501) — 141 participants

- [Focuspoint Solutions, INC.](https://planprovider.pro/companies/focuspoint-solutions-inc-401k-plan) — 55 participants

- [Becker Capital Management, INC.](https://planprovider.pro/companies/becker-capital-management-inc-plan) — 37 participants

- [Equilibrium Capital Management, INC.](https://planprovider.pro/companies/equilibrium-capital-management-inc-401k-plan) — 22 participants

- [Somerset Holdings Group, LLC](https://planprovider.pro/companies/somerset-holdings-group-llc-plan-003) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kingsview-wealth-management-llc-264016866-501)

&copy; 2026 PlanProvider.Pro
