Todd Seymour signed Personalized Financial Solutions' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Personalized Financial Solutions' EIN is 85-4185678.
Download the official 2022 Form 5500 (PDF) for Personalized Financial Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Personalized Financial Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
