Mark Russell signed Valley Oak Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valley Oak Partners, LLC's EIN is 90-0351668.
Download the official 2024 Form 5500 (PDF) for Valley Oak Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Valley Oak Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
