Pacific Crest Planning, Inc.

Ryan Sullivan signed Pacific Crest Planning, Inc.'s 2024 Form 5500 as plan administrator.

• Ryan Sullivan — Plan Administrator — Form 5500 signer

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

Pacific Crest Planning, Inc.'s EIN is 20-4906307.

Download the official 2024 Form 5500 (PDF) for Pacific Crest Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Pacific Crest Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).