|
TODD & GAINES INTEGRATED WEALTH PLANNING 401(K) PLAN
|
2023
|
872279289
|
2024-05-02
|
TODD & GAINES INTEGRATED WEALTH PLANNING
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
8598990420
|
| Plan sponsor’s
address |
330 E. MAIN ST, STE 300, LEXINGTON, KY, 40507
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2024-05-02 |
| Name of individual signing |
QIAN LIU |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
TODD & GAINES INTEGRATED WEALTH PLANNING 401(K) PLAN
|
2022
|
872279289
|
2023-05-27
|
TODD & GAINES INTEGRATED WEALTH PLANNING
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2022-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
8598990420
|
| Plan sponsor’s
address |
330 E. MAIN ST, STE 300, LEXINGTON, KY, 40507
|
Plan administrator’s name and address
| Administrator’s EIN |
474474775 |
| Plan administrator’s name |
GUIDELINE, INC. |
| Plan administrator’s
address |
1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number |
8882283491 |
Signature of
| Role |
Plan administrator |
| Date |
2023-05-27 |
| Name of individual signing |
CHRISTINE RIMER |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
