DOUG Ulrich signed Financial Security Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Security Associates' EIN is 37-1369466.
Download the official 2024 Form 5500 (PDF) for Financial Security Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Financial Security Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.