Trevor Yochum signed Incompass Financal Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Incompass Financal Partners' EIN is 83-4451622.
Download the official 2024 Form 5500 (PDF) for Incompass Financal Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Incompass Financal Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
