Strategic Wealth Partners, LLC d/b/a Carson Wealth Doylestown

Richard Tatum signed Strategic Wealth Partners, LLC d/b/a Carson Wealth Doylestown's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Strategic Wealth Partners, LLC d/b/a Carson Wealth Doylestown's EIN is 20-3683522.

Download the official 2024 Form 5500 (PDF) for Strategic Wealth Partners, LLC d/b/a Carson Wealth Doylestown from the U.S. Department of Labor's EFAST2 system.

Strategic Wealth Partners, LLC d/b/a Carson Wealth Doylestown's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).