Key Client Financial Advisors L.L.C.

Frank M. Calabrese signed Key Client Financial Advisors L.L.C.'s 2025 Form 5500 as plan administrator.

• Frank M. Calabrese — Plan Administrator — Form 5500 signer

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

Key Client Financial Advisors L.L.C.'s EIN is 20-0955703.

Download the official 2025 Form 5500 (PDF) for Key Client Financial Advisors L.L.C. from the U.S. Department of Labor's EFAST2 system.

Key Client Financial Advisors L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.