Financial Industry Technical SER

Kathleen Moore signed Financial Industry Technical SER's 2024 Form 5500 as plan administrator.

• Kathleen Moore — Plan Administrator — Form 5500 signer

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

Financial Industry Technical SER's EIN is 22-3448012.

Download the official 2024 Form 5500 (PDF) for Financial Industry Technical SER from the U.S. Department of Labor's EFAST2 system.

Financial Industry Technical SER's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).