Conversant Wealth Management L

Jeremy Niederstadt signed Conversant Wealth Management L's 2023 Form 5500 as plan administrator.

• Jeremy Niederstadt — Plan Administrator — Form 5500 signer

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

Conversant Wealth Management L's EIN is 84-4569467.

Download the official 2023 Form 5500 (PDF) for Conversant Wealth Management L from the U.S. Department of Labor's EFAST2 system.

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