Appleton Partners, LLP

Wendi Newton signed Appleton Partners, LLP's 2025 Form 5500 as plan administrator.

• Wendi Newton — Plan Administrator — Form 5500 signer

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

Appleton Partners, LLP's EIN is 47-3467658.

Download the official 2025 Form 5500 (PDF) for Appleton Partners, LLP from the U.S. Department of Labor's EFAST2 system.

Appleton Partners, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).