Kelly Harvey signed Financial Independence Plannin's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Financial Independence Plannin's EIN is 57-1196970.
Download the official 2025 Form 5500 (PDF) for Financial Independence Plannin from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Financial Independence Plannin's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
