Susan Wilkinson signed Wilkinson Wealth Management, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilkinson Wealth Management, LLC's EIN is 30-0504372.
Download the official 2025 Form 5500 (PDF) for Wilkinson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Wilkinson Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
