Personalized Wealth Management L

Viola Carapezza signed Personalized Wealth Management L's 2024 Form 5500 as plan administrator.

• Viola Carapezza — Plan Administrator — Form 5500 signer

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

Personalized Wealth Management L's EIN is 83-0611852.

Download the official 2024 Form 5500 (PDF) for Personalized Wealth Management L from the U.S. Department of Labor's EFAST2 system.

Personalized Wealth Management L's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).