Matthew Trivett signed Trivett Wealth Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trivett Wealth Management's EIN is 82-0607958.
Download the official 2024 Form 5500 (PDF) for Trivett Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trivett Wealth Management's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
