COST Advisory SVCS, Inc.

JEFF Lorenz signed COST Advisory SVCS, Inc.'s 2025 Form 5500 as plan administrator.

• JEFF Lorenz — Plan Administrator — Form 5500 signer

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

COST Advisory SVCS, Inc.'s EIN is 77-0649402.

Download the official 2025 Form 5500 (PDF) for COST Advisory SVCS, Inc. from the U.S. Department of Labor's EFAST2 system.

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