M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions

Betsy UDAL signed M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions' 2025 Form 5500 as plan administrator.

• Betsy UDAL — Plan Administrator — Form 5500 signer

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

M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions' EIN is 40-0031089.

Download the official 2025 Form 5500 (PDF) for M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

M&B UDAL Financial Advisor DBA Waypoint Wealth Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).