Taylor Richardson signed Engage Wealth Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Engage Wealth Advisors LLC's EIN is 47-4858851.
Download the official 2024 Form 5500 (PDF) for Engage Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Engage Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
