JEN D'AMICO signed Waypoint Financial Advisors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waypoint Financial Advisors' EIN is 88-0713104.
Download the official 2024 Form 5500 (PDF) for Waypoint Financial Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waypoint Financial Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
