Applied Planning, Inc.

Ross Geller signed Applied Planning, Inc.'s 2024 Form 5500 as plan administrator.

• Ross Geller — Plan Administrator — Form 5500 signer

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

Applied Planning, Inc.'s EIN is 33-0761582.

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

Applied Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).