Covert Wealth Management Group, LLC

Kathryn Coleman signed Covert Wealth Management Group, LLC's 2024 Form 5500 as plan administrator.

• Kathryn Coleman — Plan Administrator — Form 5500 signer

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

Covert Wealth Management Group, LLC's EIN is 87-4563725.

Download the official 2024 Form 5500 (PDF) for Covert Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Covert Wealth Management Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.