Shayne Lester, CFP DBA Partners in Planning Financial Services (EIN 20-0477448) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $403K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Shayne Lester, CFP Safe Harbor 401(k) Plan | 001 | 6 | $403K |
20-0477448 is the Employer Identification Number (EIN) Shayne Lester, CFP DBA Partners in Planning Financial Services reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oklahoma EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
