Barbara Lochrie signed Etesian Wealth Advisors, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Etesian Wealth Advisors, Inc.'s EIN is 27-1100313.
Download the official 2025 Form 5500 (PDF) for Etesian Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Etesian Wealth Advisors, Inc.'s plan includes a self-directed brokerage window, automatic enrollment, a 401(k) feature, a default investment (QDIA).