Brooklynn Willy signed Texas Financial Advisory's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Financial Advisory's EIN is 26-3264262.
Download the official 2023 Form 5500 (PDF) for Texas Financial Advisory from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Texas Financial Advisory's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
