Accredited Investor Services, LLC DBA AIS Planning

Cathy Juilfs signed Accredited Investor Services, LLC DBA AIS Planning's 2024 Form 5500 as plan administrator.

• Cathy Juilfs — Plan Administrator — Form 5500 signer
• AIS Planning — Employer / Plan Sponsor — Form 5500 signer

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

Accredited Investor Services, LLC DBA AIS Planning's EIN is 81-3320514.

Download the official 2024 Form 5500 (PDF) for Accredited Investor Services, LLC DBA AIS Planning from the U.S. Department of Labor's EFAST2 system.

Accredited Investor Services, LLC DBA AIS Planning's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.