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  5. THE STRATEGY GROUP, LLC

THE STRATEGY GROUP, LLC

Company Details

Entity Name: THE STRATEGY GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 21 Nov 2017
Company Number: LLC_06628117
File Number: 06628117
Type of Management: Manager Managed
Date Status Change: 17 Oct 2024
Address 500 WEST MADISON ST. STE1000, CHICAGO, 60661, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN 2023 823580010 2024-09-26 THE STRATEGY GROUP, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-12-20
Business code 541800
Sponsor’s telephone number 3129447737
Plan sponsor’s address 500 WEST MADISON, SUITE 1000, CHICAGO, IL, 60661

Signature of
Role Plan administrator
Date 2024-09-26
Name of individual signing TERRENCE WALSH
Valid signature Filed with authorized/valid electronic signature
THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 823580010 2023-10-04 THE STRATEGY GROUP, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-12-20
Business code 541800
Sponsor’s telephone number 3129447737
Plan sponsor’s address 500 WEST MADISON, SUITE 1000, CHICAGO, IL, 60661

Signature of
Role Plan administrator
Date 2023-10-04
Name of individual signing TERRENCE WALSH
Valid signature Filed with authorized/valid electronic signature
THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 823580010 2022-10-01 THE STRATEGY GROUP, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-12-20
Business code 541800
Sponsor’s telephone number 3129447737
Plan sponsor’s address 500 WEST MADISON, SUITE 1000, CHICAGO, IL, 60661

Signature of
Role Plan administrator
Date 2022-10-01
Name of individual signing TERRENCE WALSH
Valid signature Filed with authorized/valid electronic signature
THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 823580010 2021-10-11 THE STRATEGY GROUP, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-12-20
Business code 541800
Sponsor’s telephone number 3129447737
Plan sponsor’s address 500 WEST MADISON, SUITE 1000, CHICAGO, IL, 60661

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing TERRENCE WALSH
Valid signature Filed with authorized/valid electronic signature
THE STRATEGY GROUP, LLC 401(K)PROFIT SHARING PLAN 2019 823580010 2021-10-11 THE STRATEGY GROUP, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-12-20
Business code 541800
Sponsor’s telephone number 3129447737
Plan sponsor’s address 500 WEST MADISON, SUITE 1000, CHICAGO, IL, 60661

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing TERRENCE WALSH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
DAVID GOODSIR, 10 S. WACKER DR., STE 4000, CHICAGO, 60606 Agent 2017-11-21

Manager

Name and Address Role Appointment Date
GIANGRECO, PETER, 500 WEST MADISON ST., STE 1000, CHICAGO, IL, 60661 Manager 2024-10-17
BRILLIANT, MORTON, 1133 15TH STREET NW, SUITE 1250, WASHINGTON, DC, 20005 Manager 2024-10-17
WALSH, TERRENCE M., 500 WEST MADISON ST., STE 1000, CHICAGO, IL, 60661 Manager 2024-10-17
HERRMAN, DOUGLAS, 500 WEST MADISON ST., STE 1000, CHICAGO, IL, 60661 Manager 2024-10-17

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State

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