Valerie McClendon signed Financial Strategies Retirement's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Strategies Retirement's EIN is 26-2580447.
Download the official 2024 Form 5500 (PDF) for Financial Strategies Retirement from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Strategies Retirement's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
