Vision Tree Services, LLC DBA Four Oak Financial, LLC

ALAP Patel signed Vision Tree Services, LLC DBA Four Oak Financial, LLC's 2024 Form 5500 as plan administrator.

• ALAP Patel — Plan Administrator — Form 5500 signer

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

Vision Tree Services, LLC DBA Four Oak Financial, LLC's EIN is 99-2340195.

Download the official 2024 Form 5500 (PDF) for Vision Tree Services, LLC DBA Four Oak Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Vision Tree Services, LLC DBA Four Oak Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).