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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FI401K Advisers CRD Number: 168408Annual Amendment All Sections Rev.

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Who needs primary business name fi401k?

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The primary business name fi401k is needed by individuals or companies who offer or administer 401(k) retirement plans. This name is typically used to identify the main business entity responsible for managing the retirement plan and associated administrative tasks. It may also be required by regulatory authorities or financial institutions for documentation and record-keeping purposes.

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What is primary business name fi401k?

The primary business name fi401k is the name of the business entity that offers a 401(k) retirement plan.

Who is required to file primary business name fi401k?

The employer or business entity that offers the 401(k) plan is required to file the primary business name fi401k.

How to fill out primary business name fi401k?

The primary business name fi401k must be filled out accurately and completely on the necessary tax forms or documents.

What is the purpose of primary business name fi401k?

The purpose of the primary business name fi401k is to identify the employer or business entity offering the 401(k) plan for reporting and regulatory purposes.

What information must be reported on primary business name fi401k?

The primary business name fi401k must include the legal name of the employer or business entity, along with any DBAs or trade names associated with the 401(k) plan.

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