Safe Harbor Wealth Mgmt., Inc.

CHAD White signed Safe Harbor Wealth Mgmt., Inc.'s 2025 Form 5500 as plan administrator.

• CHAD White — Plan Administrator — Form 5500 signer

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

Safe Harbor Wealth Mgmt., Inc.'s EIN is 22-3832991.

Download the official 2025 Form 5500 (PDF) for Safe Harbor Wealth Mgmt., Inc. from the U.S. Department of Labor's EFAST2 system.

Safe Harbor Wealth Mgmt., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).