| Entity Name: | COGENT STRATEGIC WEALTH LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 15 Feb 2008 |
| Company Number: | LLC_02461978 |
| File Number: | 02461978 |
| Type of Management: | Manager Managed |
| Date Status Change: | 19 Jan 2024 |
| Address | 77 W. WACKER DR., STE. 4501, CHICAGO, 60601, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | 2023 | 262017897 | 2024-06-13 | COGENT STRATEGIC WEALTH, LLC | 7 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 11215 N COMMUNITY HOUSE RD #800, CHARLOTTE, NC, 28277 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2024-06-13 |
| Name of individual signing | MELISSA VERSNIK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 020 |
| Effective date of plan | 2014-07-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3123828388 |
| Plan sponsor’s address | 77 WEST WACKER DR, STE 4500, CHICAGO, IL, 60601 |
Plan administrator’s name and address
| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 2355 JFK ROAD, DUBUQUE, IA, 52004 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-23 |
| Name of individual signing | MELISSA VERSNIK |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 020 |
| Effective date of plan | 2014-07-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3123828388 |
| Plan sponsor’s address | 77 WEST WACKER DR, STE 4500, CHICAGO, IL, 60601 |
Plan administrator’s name and address
| Administrator’s EIN | 262312094 |
| Plan administrator’s name | TPC QUALIFIED PLANS LLC |
| Plan administrator’s address | 2355 JFK ROAD, DUBUQUE, IA, 52004 |
| Administrator’s telephone number | 8885054484 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-06 |
| Name of individual signing | NEIL SHIFMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| GOULD & RATNER LLP, 222 N LA SALLE ST STE 300, CHICAGO, 60601 | Agent | 2020-08-21 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| EVANS, MICHAEL J, 1409 W NORWOOD AVENUE, CHICAGO, IL, 60660 | Manager | 2024-01-19 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| COGENT STRATEGIC WEALTH | Assumed name | 2018-08-21 | 2020-08-04 | Involuntary cancellation | No data |
| THE COGENT ADVISOR | Assumed name | 2008-11-19 | 2020-08-04 | Involuntary cancellation | 2015-02-05 |
| Name | Change Date |
|---|---|
| COGENT ADVISOR, LLC | 2020-09-30 |
Date of last update: 13 Jan 2025
