BRAD Schwartz Wealth Management

Katie Hansen signed BRAD Schwartz Wealth Management's 2025 Form 5500 as plan administrator.

• Katie Hansen — Plan Administrator — Form 5500 signer

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

BRAD Schwartz Wealth Management's EIN is 46-4382006.

Download the official 2025 Form 5500 (PDF) for BRAD Schwartz Wealth Management from the U.S. Department of Labor's EFAST2 system.

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