The Academic Approach Investment Group, LLC

Erica Porter Walton signed The Academic Approach Investment Group, LLC's 2024 Form 5500 as plan administrator.

• Erica Porter Walton — Plan Administrator — Form 5500 signer

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

The Academic Approach Investment Group, LLC's EIN is 36-4458201.

Download the official 2024 Form 5500 (PDF) for The Academic Approach Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

The Academic Approach Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).