Laurie Allen signed Axxcess Wealth Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Axxcess Wealth Management's EIN is 35-2436156.
Download the official 2024 Form 5500 (PDF) for Axxcess Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Axxcess Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
