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  5. BLUELAKE WEALTH ADVISORS, LLC

BLUELAKE WEALTH ADVISORS, LLC

Headquarter

Company Details

Entity Name: BLUELAKE WEALTH ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 02 Aug 2017
Company Number: LLC_06359981
File Number: 06359981
Type of Management: Manager Managed
Date Status Change: 26 Jun 2024
Address 745 MCCLINTOCK DR STE 120, BURR RIDGE, 60527, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of BLUELAKE WEALTH ADVISORS, LLC, KENTUCKY 1155407 KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2023 822416206 2024-05-02 BLUELAKE WEALTH ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2022 822416206 2023-06-22 BLUELAKE WEALTH ADVISORS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-06-22
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2021 822416206 2022-09-15 BLUELAKE WEALTH ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-09-15
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2020 822416206 2021-05-04 BLUELAKE WEALTH ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2019 822416206 2020-06-02 BLUELAKE WEALTH ADVISORS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-02
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2018 822416206 2019-07-24 BLUELAKE WEALTH ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
BLUELAKE WEALTH ADVISORS 401(K) PLAN 2017 822416206 2018-07-26 BLUELAKE WEALTH ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-06-08
Business code 523900
Sponsor’s telephone number 6306863900
Plan sponsor’s address 745 MCCLINTOCK DR., SUITE 120, BURR RIDGE, IL, 60527

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-26
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JOSEPH J FISHELLA, 745 MCCLINTOCK DR STE 120, BURR RIDGE, 60527 Agent 2017-08-02

Manager

Name and Address Role Appointment Date
FISHELLA, JOSEPH J, 745 MCCLINTOCK DR STE 120, BURR RIDGE, IL, 60527 Manager 2024-06-26
SWANSON, DANIEL L, 745 MCCLINTOCK DR STE 120, BURR RIDGE, IL, 60527 Manager 2024-06-26

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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