Bradley Shayne Lester signed Shayne Lester, CFP DBA Partners in Planning Financial Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shayne Lester, CFP DBA Partners in Planning Financial Services' EIN is 20-0477448.
Download the official 2024 Form 5500 (PDF) for Shayne Lester, CFP DBA Partners in Planning Financial Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Shayne Lester, CFP DBA Partners in Planning Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).