Cosource Financial Investment & Advisory Group, L.L.C.

Gerald A. Beaullieu, IV signed Cosource Financial Investment & Advisory Group, L.L.C.'s 2024 Form 5500 as plan administrator.

• Gerald A. Beaullieu, IV — Plan Administrator — Form 5500 signer

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

Cosource Financial Investment & Advisory Group, L.L.C.'s EIN is 72-1509909.

Download the official 2024 Form 5500 (PDF) for Cosource Financial Investment & Advisory Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Cosource Financial Investment & Advisory Group, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).