Kingswood Capital Partners LLC
San Diego, CA
Kingswood Capital Partners LLC of San Diego, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $223,370 in reported broker commissions (plan year 2025).
Quick answer
Kingswood Capital Partners LLC (San Diego, CA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kingswood Capital Partners LLC have?
- Kingswood Capital Partners LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Kingswood Capital Partners LLC's largest employer clients?
- By plan participants, the largest include Scion Group Management, Inc. (1,506 participants) and Sachse Construction & Development Company, LLC (300 participants).
- How much does Kingswood Capital Partners LLC earn in commissions?
- Insurers reported $223,370 in broker commissions paid to Kingswood Capital Partners LLC for plan year 2025, per Schedule A Part 1.
- Where is Kingswood Capital Partners LLC located?
- Kingswood Capital Partners LLC is based in San Diego, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kingswood Capital Partners LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Scion Group Management, Inc. | IL | 1,506 | 2025-12-31 |
| Sachse Construction & Development Company, LLC | MI | 300 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.