Stephanie Lindell signed Theodore Financial Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Theodore Financial Group, Inc.'s EIN is 20-3488391.
Download the official 2023 Form 5500 (PDF) for Theodore Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Theodore Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
