Thompson Wealth Management & Life Planning

PAM Bataller signed Thompson Wealth Management & Life Planning's 2024 Form 5500 as plan administrator.

• PAM Bataller — Plan Administrator — Form 5500 signer
• John Thompson — Employer / Plan Sponsor — Form 5500 signer

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

Thompson Wealth Management & Life Planning's EIN is 20-2547770.

Download the official 2024 Form 5500 (PDF) for Thompson Wealth Management & Life Planning from the U.S. Department of Labor's EFAST2 system.

Thompson Wealth Management & Life Planning's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).