Beyond Wealth Advisors LLC

Shannon Yeary signed Beyond Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

• Shannon Yeary — Plan Administrator — Form 5500 signer

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

Beyond Wealth Advisors LLC's EIN is 37-2178346.

Download the official 2025 Form 5500 (PDF) for Beyond Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Beyond Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).