Jessica Powers signed Assetio Wealth Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Assetio Wealth Management's EIN is 83-3336523.
Download the official 2024 Form 5500 (PDF) for Assetio Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Assetio Wealth Management's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
