Pines Wealth Management, L.L.C.

Cliff Van Ittersum signed Pines Wealth Management, L.L.C.'s 2024 Form 5500 as plan administrator.

• Cliff Van Ittersum — Plan Administrator — Form 5500 signer

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

Pines Wealth Management, L.L.C.'s EIN is 20-0588584.

Download the official 2024 Form 5500 (PDF) for Pines Wealth Management, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Pines Wealth Management, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.