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INNOVATOR CAPITAL MANAGEMENT, LLC

Company Details

Entity Name: INNOVATOR CAPITAL MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 05 Apr 2017
Company Number: LLC_06196705
File Number: 06196705
Type of Management: Manager Managed
Date Status Change: 28 Feb 2024
Address 109 NORTH HALE STREET STE 200, WHEATON, 60187, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INNOVATOR CAPITAL MANAGEMENT LLC - 401(K) 2023 815318387 2024-07-22 INNOVATOR CAPITAL MANAGEMENT LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6302178320
Plan sponsor’s address 109 N HALE STREET, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing KATHLEEN MEYER
Valid signature Filed with authorized/valid electronic signature
INNOVATOR CAPITAL MANAGEMENT LLC - 401(K) 2022 815318387 2023-05-30 INNOVATOR CAPITAL MANAGEMENT LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6302178320
Plan sponsor’s address 109 N HALE STREET, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2023-05-30
Name of individual signing KATHLEEN MEYER
Valid signature Filed with authorized/valid electronic signature
INNOVATOR CAPITAL MANAGEMENT LLC - 401(K) 2021 815318387 2022-06-28 INNOVATOR CAPITAL MANAGEMENT LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6302178320
Plan sponsor’s address 109 N HALE STREET, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2022-06-28
Name of individual signing KATHLEEN MEYER
Valid signature Filed with authorized/valid electronic signature
INNOVATOR CAPITAL MANAGEMENT LLC - 401(K) 2020 815318387 2021-06-29 INNOVATOR CAPITAL MANAGEMENT LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 6302178320
Plan sponsor’s address 109 N HALE STREET SUITE 200, WHEATON, IL, 60187

Signature of

Role Plan administrator
Date 2021-06-29
Name of individual signing KATHLEEN MEYER
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
H. BRUCE BOND, 109 N HALE ST, WHEATON, 60187 Agent 2020-01-16

Manager

Name and Address Role Appointment Date
SOUTHARD, JOHN, 109 N. HALE ST., STE 200, WHEATON, IL, 60187 Manager 2024-02-28
BOND, H. BRUCE, 109 N. HALE ST., STE 200, WHEATON, IL, 60187 Manager 2024-02-28
BROWN, JEFFREY, 109 N. HALE ST., STE 200, WHEATON, IL, 60187 Manager 2024-02-28

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State