SSI Wealth Management, LLC DBA Wealthpoint Advisors

CORY Shuford signed SSI Wealth Management, LLC DBA Wealthpoint Advisors' 2025 Form 5500 as plan administrator.

• CORY Shuford — Plan Administrator — Form 5500 signer

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

SSI Wealth Management, LLC DBA Wealthpoint Advisors' EIN is 87-2939888.

Download the official 2025 Form 5500 (PDF) for SSI Wealth Management, LLC DBA Wealthpoint Advisors from the U.S. Department of Labor's EFAST2 system.

SSI Wealth Management, LLC DBA Wealthpoint Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).