Harmony Point Wealth Advisors, Inc.

Richard Tatum signed Harmony Point Wealth Advisors, Inc.'s 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Harmony Point Wealth Advisors, Inc.'s EIN is 92-0400679.

Download the official 2024 Form 5500 (PDF) for Harmony Point Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Harmony Point Wealth Advisors, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).