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FINSPIRE LLC

Company Details

Entity Name: FINSPIRE LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 21 Dec 2018
Company Number: LLC_07449178
File Number: 07449178
Type of Management: Manager Managed
Date Status Change: 26 Nov 2024
Address 1515 E WOODFIELD RD, STE 840, SCHAUMBURG, 60173, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINSPIRE RETIREMENT SAVINGS PLAN 2023 832383297 2024-08-05 FINSPIRE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-06-01
Business code 523900
Sponsor’s telephone number 8472921230
Plan sponsor’s address 1515 E WOODFIELD RD, SUITE 840, SCHAUMBURG, IL, 601735487

Signature of

Role Plan administrator
Date 2024-08-05
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-08-05
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
FINSPIRE RETIREMENT SAVINGS PLAN 2022 832383297 2023-08-14 FINSPIRE, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-06-01
Business code 523900
Sponsor’s telephone number 8472921230
Plan sponsor’s address 1515 E WOODFIELD RD, SUITE 840, SCHAUMBURG, IL, 601735487

Signature of

Role Plan administrator
Date 2023-08-14
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
FINSPIRE RETIREMENT SAVINGS PLAN 2021 832383297 2022-09-21 FINSPIRE, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-06-01
Business code 523900
Sponsor’s telephone number 8472921230
Plan sponsor’s address 1515 E WOODFIELD RD, SUITE 840, SCHAUMBURG, IL, 601735487

Signature of

Role Plan administrator
Date 2022-09-21
Name of individual signing SUE GERSCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-21
Name of individual signing SUE GERSCH
Valid signature Filed with authorized/valid electronic signature
FINSPIRE RETIREMENT SAVINGS PLAN 2020 832383297 2021-10-07 FINSPIRE, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-06-01
Business code 523900
Sponsor’s telephone number 8472921230
Plan sponsor’s address 1515 E WOODFIELD RD, SUITE 840, SCHAUMBURG, IL, 601735487

Signature of

Role Plan administrator
Date 2021-10-07
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-07
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
FINSPIRE RETIREMENT SAVINGS PLAN 2019 832383297 2020-05-27 FINSPIRE, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-06-01
Business code 523900
Sponsor’s telephone number 8472921230
Plan sponsor’s address 1515 E WOODFIELD RD, SUITE 840, SCHAUMBURG, IL, 601735487

Signature of

Role Plan administrator
Date 2020-05-27
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-27
Name of individual signing SUSAN GERSCH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
CHARLES WILLIAMS, 367 WOODSTOCK AVE, GLEN ELLYN, 60137 Agent 2018-12-21

Manager

Name and Address Role Appointment Date
WILLIAMS, CHARLES P, 1515 E WOODFIELD ROAD, SUITE 840, SCHAUMBURG, IL, 60173 Manager 2024-11-26
KARAM, CHRISTOPHER, 1515 E WOODFIELD ROAD, SUITE 840, SCHAUMBURG, IL, 60173 Manager 2024-11-26
JARAMILLO, JAMES, 1515 E WOODFIELD ROAD, SUITE 840, SCHAUMBURG, IL, 60173 Manager 2024-11-26

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State