Strategy Squad Insurance Services, LLC d/b/a Strategy Squad

Richard Tatum signed Strategy Squad Insurance Services, LLC d/b/a Strategy Squad's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Strategy Squad Insurance Services, LLC d/b/a Strategy Squad's EIN is 81-4012028.

Download the official 2024 Form 5500 (PDF) for Strategy Squad Insurance Services, LLC d/b/a Strategy Squad from the U.S. Department of Labor's EFAST2 system.

Strategy Squad Insurance Services, LLC d/b/a Strategy Squad's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).