North Berkeley Wealth Management, LLC

Katherine Campbell King signed North Berkeley Wealth Management, LLC's 2024 Form 5500 as plan administrator.

• Katherine Campbell King — Plan Administrator — Form 5500 signer

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

North Berkeley Wealth Management, LLC's EIN is 20-2889861.

Download the official 2024 Form 5500 (PDF) for North Berkeley Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

North Berkeley 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).