Alpha Planning & Financial Services Inc.

Aaron Simpson signed Alpha Planning & Financial Services Inc.'s 2025 Form 5500 as plan administrator.

• Aaron Simpson — Plan Administrator — Form 5500 signer

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

Alpha Planning & Financial Services Inc.'s EIN is 34-1794958.

Download the official 2025 Form 5500 (PDF) for Alpha Planning & Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Alpha Planning & Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).