Wernick Spear Wealth Managers

Denise LAMB for TRPC signed Wernick Spear Wealth Managers' 2024 Form 5500 as plan administrator.

• Denise LAMB for TRPC — Plan Administrator — Form 5500 signer

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

Wernick Spear Wealth Managers' EIN is 84-2335190.

Download the official 2024 Form 5500 (PDF) for Wernick Spear Wealth Managers from the U.S. Department of Labor's EFAST2 system.

Wernick Spear Wealth Managers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).