Triad Advisory Services, Inc.

Carolyn Zumpino signed Triad Advisory Services, Inc.'s 2024 Form 5500 as plan administrator.

• Carolyn Zumpino — Plan Administrator — Form 5500 signer

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

Triad Advisory Services, Inc.'s EIN is 23-2150310.

Download the official 2024 Form 5500 (PDF) for Triad Advisory Services, Inc. from the U.S. Department of Labor's EFAST2 system.

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