Search icon

CRITERION WEALTH ADVISORS, LLC

Company Details

Entity Name: CRITERION WEALTH ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 08 Aug 2011
Company Number: LLC_03687147
File Number: 03687147
Type of Management: Manager Managed
Date Status Change: 10 Jul 2024
Address 201 HOUSTON ST STE 102, BATAVIA, 60510, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2020 452932521 2021-04-05 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2019 452932521 2020-10-13 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2018 452932521 2019-09-30 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2017 452932521 2018-10-08 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2016 452932521 2017-08-22 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2015 452932521 2016-10-10 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174
CRITERION WEALTH ADVISORS, LLC 401(K) PLAN 2014 452932521 2015-10-08 CRITERION WEALTH ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 6304855907
Plan sponsor’s address 555 S. RANDALL ROAD, SUITE 101, ST. CHARLES, IL, 60174

Agent

Name and Address Role Appointment Date
THOMAS N. CASTRONOVO, 1445 KEIM CIRCLE, GENEVA, 60134 Agent 2021-12-03

Manager

Name and Address Role Appointment Date
CASTRONOVO, THOMAS N., 1445 KEIM CIRCLE, GENEVA, IL, 60134 Manager 2011-08-08

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State