Jonathan Grocott signed Wealth Preservation Associates' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wealth Preservation Associates' EIN is 92-2518417.
Download the official 2023 Form 5500 (PDF) for Wealth Preservation Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wealth Preservation Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
