DOL Form 5500 · JSON-LD · Markdown

ANNEX WEALTH MANAGEMENT BENEFIT PLAN

Sponsored by ANNEX WEALTH MANAGEMENT · EIN 680524298 · WI

Participants
143
Active
149
Retired/sep receiving
1

Welfare benefits

4A4D4E4B4L4F4H4Q 4A4D4E4B4L4F4H4Q

Sponsor + Administrator

SponsorANNEX WEALTH MANAGEMENT
Sponsor EIN680524298
Address17950 W. CORPORATE DR., BROOKFIELD, WI, 53045
Phone2627866363
Business code (NAICS)523900
Plan number501
Plan effective2023-01-01
Filed for year2024
FundingInsurance contracts, General assets

External sources

Source: DOL EBSA Form 5500 disclosure. Public domain.