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ASSET ALLOCATION & MANAGEMENT COMPANY, L.L.C.

Company Details

Entity Name: ASSET ALLOCATION & MANAGEMENT COMPANY, L.L.C.
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 13 Mar 2001
Company Number: LLC_00529842
File Number: 00529842
Type of Management: Manager Managed
Date Status Change: 31 Jan 2024
Address 30 W MONROE ST, 3RD FLOOR, CHICAGO, 60603, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AAM COMPANIES 401 (K) PLAN 2021 363179682 2023-02-16 ASSET ALLOCATION & MANAGEMENT 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-12-01
Business code 523900
Sponsor’s telephone number 3122632900
Plan sponsor’s address 30 W MONROE ST 3RD FL, CHICAGO, IL, 606032495

Signature of

Role Plan administrator
Date 2023-02-16
Name of individual signing JOSEPH BORGMANN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-16
Name of individual signing JOSEPH BORGMANN
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
ILLINOIS CORPORATION SERVICE COMPANY, 801 ADLAI STEVENSON DRIVE, SPRINGFIELD, 62703, SANGAMON Agent 2017-05-10

Manager

Name and Address Role Appointment Date
ZACCARO, WARREN J., 400 ROBERT ST, ST. PAUL, MN, 55101 Manager 2024-01-31
SCHAEFER, JOHN L., 30 W MONROE ST, 3RD FLOOR, CHICAGO, IL, 60603 Manager 2024-01-31
HUOVINEN, SUZETTE L., 400 ROBERT ST, ST. PAUL, MN, 55101 Manager 2024-01-31
BRAVO, MARCO, 30 W. MONROE ST., 3RD FL., CHICAGO, IL, 60603 Manager 2024-01-31
GOODMAN, ERIC B., 101 N. 7TH ST., LOUISVILLE, KY, 40202 Manager 2024-01-31

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
AAM Assumed name 2004-10-08 No data No data 2020-05-20

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State