KARA Sullivan signed Wingate Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wingate Wealth Advisors, LLC's EIN is 45-4046406.
Download the official 2025 Form 5500 (PDF) for Wingate Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Wingate Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
