David Smith CPA, CFP, CFST

David Smith signed David Smith CPA, CFP, CFST's 2024 Form 5500 as plan administrator.

• David Smith — Plan Administrator — Form 5500 signer

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

David Smith CPA, CFP, CFST's EIN is 65-0493649.

Download the official 2024 Form 5500 (PDF) for David Smith CPA, CFP, CFST from the U.S. Department of Labor's EFAST2 system.

David Smith CPA, CFP, CFST's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).