Wheeler Upham, P.C.

James M. Shade signed Wheeler Upham, P.C.'s 2024 Form 5500 as plan administrator.

• James M. Shade — Plan Administrator — Form 5500 signer

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

Wheeler Upham, P.C.'s EIN is 38-2416581.

Download the official 2024 Form 5500 (PDF) for Wheeler Upham, P.C. from the U.S. Department of Labor's EFAST2 system.

Wheeler Upham, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).