Elantha Barry signed Ballast Point Financial Planning's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ballast Point Financial Planning's EIN is 81-1798074.
Download the official 2025 Form 5500 (PDF) for Ballast Point Financial Planning from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Ballast Point Financial Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).