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  5. CHARTED COURSE ADVISORS LLC

CHARTED COURSE ADVISORS LLC

Company Details

Entity Name: CHARTED COURSE ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Voluntary Diss./Terminated
Date Formed: 01 Jan 2013
Company Number: LLC_04169301
File Number: 04169301
Type of Management: Member Managed
Date Status Change: 28 Feb 2019
Address 734 W BRIAR PL UNIT 1, CHICAGO, 60657, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTED COURSE ADVISORS 401(K) PLAN 2023 820684715 2024-05-31 CHARTED COURSE ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2022 820684715 2023-08-11 CHARTED COURSE ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2023-08-11
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2021 820684715 2023-08-09 CHARTED COURSE ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2023-08-09
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2021 820684715 2022-09-23 CHARTED COURSE ADVISORS 5
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2020 820684715 2021-06-04 CHARTED COURSE ADVISORS 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2021-06-04
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2019 820684715 2021-06-02 CHARTED COURSE ADVISORS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature
CHARTED COURSE ADVISORS 401(K) PLAN 2019 820684715 2020-05-22 CHARTED COURSE ADVISORS 2
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 3124700624
Plan sponsor’s address 734 W. BRIAR PLACE UNIT 1, CHICAGO, IL, 60657

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2020-05-22
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
MICHAEL E WILSON, 734 W BRIAR PL UNIT 1, CHICAGO, 60657 Agent 2013-01-01

Member

Name and Address Role Appointment Date
WILSON, MICHAEL E, 734 W BRIAR PL UNIT 1, CHICAGO, IL, 60657 Member 2012-12-20

Historical Names

Name Change Date
CHARTED COURSE CONSULTING LLC 2013-07-25

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State

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