Tom Curtis signed Wealth Management Partners' 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wealth Management Partners' EIN is 75-3146899.
Download the official 2025 Form 5500 (PDF) for Wealth Management Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Wealth Management Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
