JOSS Brown Wealth Advisors Group, LLC

Daniel JOSS signed JOSS Brown Wealth Advisors Group, LLC's 2024 Form 5500 as plan administrator.

• Daniel JOSS — Plan Administrator — Form 5500 signer

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

JOSS Brown Wealth Advisors Group, LLC's EIN is 92-1210981.

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

JOSS Brown Wealth Advisors Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.