Gray Oak Advisors, LLC DBA State and Shore Wealth Planning

Dustin Marlett signed Gray Oak Advisors, LLC DBA State and Shore Wealth Planning's 2025 Form 5500 as plan administrator.

• Dustin Marlett — Plan Administrator — Form 5500 signer

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

Gray Oak Advisors, LLC DBA State and Shore Wealth Planning's EIN is 86-3946691.

Download the official 2025 Form 5500 (PDF) for Gray Oak Advisors, LLC DBA State and Shore Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Gray Oak Advisors, LLC DBA State and Shore Wealth Planning's plan includes ERISA 404(c) participant direction, a self-directed brokerage window, profit-sharing, a 401(k) feature.