The Roger Wentworth Group, Inc.

Julie Wentworth signed The Roger Wentworth Group, Inc.'s 2024 Form 5500 as plan administrator.

• Julie Wentworth — Plan Administrator — Form 5500 signer

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

The Roger Wentworth Group, Inc.'s EIN is 30-0526108.

Download the official 2024 Form 5500 (PDF) for The Roger Wentworth Group, Inc. from the U.S. Department of Labor's EFAST2 system.

The Roger Wentworth Group, Inc.'s plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.