Planning, Inc.

Stephen Lapointe signed Planning, Inc.'s 2024 Form 5500 as plan administrator.

• Stephen Lapointe — Plan Administrator — Form 5500 signer

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

Planning, Inc.'s EIN is 52-2254450.

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

Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).