O'CONNOR Wealth Management, Inc.

Wendi Newton signed O'CONNOR Wealth Management, Inc.'s 2025 Form 5500 as plan administrator.

• Wendi Newton — Plan Administrator — Form 5500 signer

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

O'CONNOR Wealth Management, Inc.'s EIN is 87-3508364.

Download the official 2025 Form 5500 (PDF) for O'CONNOR Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

O'CONNOR Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).