ADAM Flagg signed Collective Wealth Advisors' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Collective Wealth Advisors' EIN is 85-2934755.
Download the official 2023 Form 5500 (PDF) for Collective Wealth Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Collective Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
