Coordinated Financial Planning, Inc.

Jeremy J. Schira signed Coordinated Financial Planning, Inc.'s 2024 Form 5500 as plan administrator.

• Jeremy J. Schira — Plan Administrator — Form 5500 signer

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

Coordinated Financial Planning, Inc.'s EIN is 31-1069735.

Download the official 2024 Form 5500 (PDF) for Coordinated Financial Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Coordinated Financial Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.