Cascade Financial Planning, Inc.

J. David Simpson signed Cascade Financial Planning, Inc.'s 2024 Form 5500 as plan administrator.

• J. David Simpson — Plan Administrator — Form 5500 signer

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

Cascade Financial Planning, Inc.'s EIN is 47-4494640.

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

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