Jeffrey D LOTT signed Wealthpointe Financial LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wealthpointe Financial LLC's EIN is 81-5285029.
Download the official 2025 Form 5500 (PDF) for Wealthpointe Financial LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Wealthpointe Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
