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  5. STONEBRIDGE ADVISORS LLC

STONEBRIDGE ADVISORS LLC

Company Details

Entity Name: STONEBRIDGE ADVISORS LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 02 Feb 2021
Company Number: LLC_09820698
File Number: 09820698
Type of Management: Manager Managed
Date Status Change: 07 Apr 2024
Address 295 CHARAL LANE, HIGHLAND PARK, 60035, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2023 342027194 2024-07-26 STONEBRIDGE ADVISORS LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing CHRISTINE RIPSKY
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2022 342027194 2023-07-19 STONEBRIDGE ADVISORS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2023-07-19
Name of individual signing CHRISTINE RIPSKY
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2021 342027194 2022-07-26 STONEBRIDGE ADVISORS LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2020 342027194 2021-07-20 STONEBRIDGE ADVISORS LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2019 342027194 2020-07-24 STONEBRIDGE ADVISORS LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2020-07-24
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2018 342027194 2019-10-02 STONEBRIDGE ADVISORS LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2019-10-02
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2017 342027194 2018-07-02 STONEBRIDGE ADVISORS LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2018-07-02
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2016 342027194 2017-07-24 STONEBRIDGE ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2015 342027194 2016-07-27 STONEBRIDGE ADVISORS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE ADVISORS LLC 401(K) PLAN 2014 342027194 2015-07-23 STONEBRIDGE ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-03-01
Business code 523900
Sponsor’s telephone number 6307658611
Plan sponsor’s address 120 E LIBERTY DRIVE, STE 400, WHEATON, IL, 60187

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing PATRICIA COSTELLO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
JEFF MALACH, 295 CHARAL LN, HIGHLAND PARK, 60035 Agent 2021-02-02

Manager

Name and Address Role Appointment Date
MALACH, JEFF, 295 CHARAL LANE, HIGHLAND PARK, IL, 60035 Manager 2024-04-07

Related by officers

JEFF MALACH, 295 CHARAL LN, HIGHLAND PARK, 60035

STEM MAL INVESTMENT, LLC

MALACH, JEFF, 295 CHARAL LANE, HIGHLAND PARK, IL, 60035

STEM MAL INVESTMENT, LLC JM INVESTMENT FUND LLC

Related by address

295 CHARAL LANE, HIGHLAND PARK, 60035, IL

STEM MAL INVESTMENT, LLC JM INVESTMENT FUND LLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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