Financial Wellness Partners d/b/a Smooth 401(k)

Richard Tatum signed Financial Wellness Partners d/b/a Smooth 401(k)'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.

Financial Wellness Partners d/b/a Smooth 401(k)'s EIN is 83-0954781.

Download the official 2024 Form 5500 (PDF) for Financial Wellness Partners d/b/a Smooth 401(k) from the U.S. Department of Labor's EFAST2 system.

Financial Wellness Partners d/b/a Smooth 401(k)'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).