Gary Pevey signed Wealth Design Group's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wealth Design Group's EIN is 68-0391611.
Download the official 2023 Form 5500 (PDF) for Wealth Design Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wealth Design Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
