Waller, Smith & Palmer, P.C.

Heather Capalbo signed Waller, Smith & Palmer, P.C.'s 2024 Form 5500 as plan administrator.

• Heather Capalbo — Plan Administrator — Form 5500 signer

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

Waller, Smith & Palmer, P.C.'s EIN is 06-1014993.

Download the official 2024 Form 5500 (PDF) for Waller, Smith & Palmer, P.C. from the U.S. Department of Labor's EFAST2 system.

Waller, Smith & Palmer, P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.