Three Pines Wealth Advisors

TARA Evans, for TAG Resources signed Three Pines Wealth Advisors' 2024 Form 5500 as plan administrator.

• TARA Evans, for TAG Resources — Plan Administrator — Form 5500 signer

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

Three Pines Wealth Advisors' EIN is 99-0729178.

Download the official 2024 Form 5500 (PDF) for Three Pines Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Three Pines Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.