Scott Morganstein signed Shade Tree Advisors LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Shade Tree Advisors LLC's EIN is 82-2341785.
Download the official 2025 Form 5500 (PDF) for Shade Tree Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Shade Tree Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
