Fundamental Wealth Advisors

Foster Ullmann signed Fundamental Wealth Advisors' 2025 Form 5500 as plan administrator.

• Foster Ullmann — Plan Administrator — Form 5500 signer

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

Fundamental Wealth Advisors' EIN is 81-4224693.

Download the official 2025 Form 5500 (PDF) for Fundamental Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Fundamental Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).