Wall Street Access

John Mitchell signed Wall Street Access' 2025 Form 5500 as plan administrator.

• John Mitchell — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Wall Street Access' EIN is 13-3057481.

Download the official 2025 Form 5500 (PDF) for Wall Street Access from the U.S. Department of Labor's EFAST2 system.

Wall Street Access' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).