Michelle Anthony signed Modern Wealth Management AZ's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Modern Wealth Management AZ's EIN is 92-1816137.
Download the official 2023 Form 5500 (PDF) for Modern Wealth Management AZ from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Modern Wealth Management AZ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
