David Green signed Accolade Wealth Management's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accolade Wealth Management's EIN is 85-3884965.
Download the official 2025 Form 5500 (PDF) for Accolade Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Accolade Wealth Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
