Kingsbridge Wealth Management, Inc.

Kerri DUNN signed Kingsbridge Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

• Kerri DUNN — Plan Administrator — Form 5500 signer

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

Kingsbridge Wealth Management, Inc.'s EIN is 27-1038833.

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

Kingsbridge Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.