Robert Oliver signed Verity Wealth Advisors' 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verity Wealth Advisors' EIN is 72-1546610.
Download the official 2025 Form 5500 (PDF) for Verity Wealth Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Verity Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
