Financial Services and Investments, Inc.

Anthony Monte signed Financial Services and Investments, Inc.'s 2024 Form 5500 as plan administrator.

• Anthony Monte — Plan Administrator — Form 5500 signer

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

Financial Services and Investments, Inc.'s EIN is 38-3679935.

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

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