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TRIWEALTH PARTNERS LLC

TRIWEALTH PARTNERS LLC

Company Details

Entity Name:	TRIWEALTH PARTNERS LLC
Jurisdiction:	Illinois
Entity Type:	Limited Liability Company
Status:	Goodstanding
Date Formed:	18 Dec 2018
Company Number:	LLC_07440626
File Number:	07440626
Type of Management:	Manager Managed
Date Status Change:	12 Nov 2024
Address	1111 W. 22ND ST., STE 245, OAK BROOK, 60523, IL
Place of Formation:	DELAWARE

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

TRIWEALTH PARTNERS, LLC 401(K) PLAN

2023

832713906

2024-09-24

TRIWEALTH PARTNERS, LLC

12

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	6308615035
Plan sponsor’s address	1111 WEST 22ND STREET, SUITE 245, OAK BROOK, IL, 60523

Signature of

Role	Plan administrator
Date	2024-09-24
Name of individual signing	WILLIAM E. CARTWRIGHT II
Valid signature	Filed with authorized/valid electronic signature

TRIWEALTH PARTNERS, LLC 401(K) PLAN

2022

832713906

2023-08-25

TRIWEALTH PARTNERS, LLC

12

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	6308615035
Plan sponsor’s address	1111 WEST 22ND STREET, SUITE 245, OAK BROOK, IL, 60523

Signature of

Role	Plan administrator
Date	2023-08-25
Name of individual signing	WILLIAM E CARTWRIGHT II
Valid signature	Filed with authorized/valid electronic signature

TRIWEALTH PARTNERS, LLC 401(K) PLAN

2021

832713906

2022-07-18

TRIWEALTH PARTNERS, LLC

11

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	6308615035
Plan sponsor’s address	1111 WEST 22ND STREET, SUITE 245, OAK BROOK, IL, 60523

Signature of

Role	Plan administrator
Date	2022-07-18
Name of individual signing	WILLIAM E CARTWRIGHT II
Valid signature	Filed with authorized/valid electronic signature

TRIWEALTH PARTNERS, LLC 401(K) PLAN

2020

832713906

2021-05-18

TRIWEALTH PARTNERS, LLC

0

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	6308615035
Plan sponsor’s address	1111 WEST 22ND STREET, SUITE 245, OAK BROOK, IL, 60523

Signature of

Role	Plan administrator
Date	2021-05-18
Name of individual signing	WILLIAM E CARTWRIGHT II
Valid signature	Filed with authorized/valid electronic signature

TRIWEALTH PARTNERS, LLC 401(K) PLAN

2019

832713906

2020-06-16

TRIWEALTH PARTNERS, LLC

0

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2019-01-01
Business code	523900
Sponsor’s telephone number	6309544611
Plan sponsor’s address	1111 WEST 22ND STREET, SUITE 100, OAK BROOK, IL, 60523

Signature of

Role	Plan administrator
Date	2020-06-16
Name of individual signing	WILLIAM E CARTWRIGHT II
Valid signature	Filed with authorized/valid electronic signature

Agent

Name and Address	Role	Appointment Date
WILLIAM E. CARTWRIGHT II, 1111 W. 22ND ST., STE 245, OAK BROOK, 60523	Agent	2020-07-07

Manager

Name and Address	Role	Appointment Date
CARTWRIGHT II, WILLIAM E., 1111 W. 22ND ST., STE 245, OAK BROOK, IL, 60523	Manager	2020-07-07
MCNALLY, MICHAEL J., 1111 W. 22ND ST., STE 245, OAK BROOK, IL, 60523	Manager	2020-07-07
BARTON, RONALD W., 1111 W. 22ND ST., STE 245, OAK BROOK, IL, 60523	Manager	2020-07-07

Assumed Names

Name	Type	Effective Date	Cancellation Date	Cancellation Type	Last Renewal Date
TRIWEALTH PARTNERS	Assumed name	2019-02-04	No data	No data	2020-11-24

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State