Acumen Wealth Advisors, LLC

Reese Veltenaar signed Acumen Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

• Reese Veltenaar — Plan Administrator — Form 5500 signer

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

Acumen Wealth Advisors, LLC's EIN is 45-3959629.

Download the official 2024 Form 5500 (PDF) for Acumen Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

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