Kevin Boercker signed Sheeley & Partners Wealth Management, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheeley & Partners Wealth Management, LLC's EIN is 05-0499247.
Download the official 2023 Form 5500 (PDF) for Sheeley & Partners Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sheeley & Partners Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
