Joseph Schmerling signed Schmerling Financial Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schmerling Financial Group's EIN is 23-3043909.
Download the official 2024 Form 5500 (PDF) for Schmerling Financial Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schmerling Financial Group's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
