Shirley Horner signed Physician Wealth Partners' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Physician Wealth Partners' EIN is 87-3925732.
Download the official 2023 Form 5500 (PDF) for Physician Wealth Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Physician Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).