Clifford Wealth Management DBA Holistic Wealth Advisors

Stacy Clifford signed Clifford Wealth Management DBA Holistic Wealth Advisors' 2023 Form 5500 as plan administrator.

• Stacy Clifford — Plan Administrator — Form 5500 signer

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

Clifford Wealth Management DBA Holistic Wealth Advisors' EIN is 26-2863220.

Download the official 2023 Form 5500 (PDF) for Clifford Wealth Management DBA Holistic Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Clifford Wealth Management DBA Holistic Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.