BGL Planning Solutions LLC DBA Cox Planning Solutions

Richard Tatum signed BGL Planning Solutions LLC DBA Cox Planning Solutions' 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

BGL Planning Solutions LLC DBA Cox Planning Solutions' EIN is 82-1885626.

Download the official 2024 Form 5500 (PDF) for BGL Planning Solutions LLC DBA Cox Planning Solutions from the U.S. Department of Labor's EFAST2 system.

BGL Planning Solutions LLC DBA Cox Planning Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).