Fortify Private Wealth Management

Edward Poach signed Fortify Private Wealth Management's 2024 Form 5500 as plan administrator.

• Edward Poach — Plan Administrator — Form 5500 signer

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

Fortify Private Wealth Management's EIN is 27-3146732.

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

Fortify Private Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).