| Entity Name: | THE ADVISORYONE GROUP, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 29 Jun 2021 |
| Company Number: | LLC_10026164 |
| File Number: | 10026164 |
| Type of Management: | Manager Managed |
| Date Status Change: | 30 May 2024 |
| Address | 200 W. ADAMS ST. STE 2450, CHICAGO, 60606, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ADVISORYONE GROUP, LLC 401(K) PLAN AND TRUST | 2023 | 364948543 | 2024-10-09 | THE ADVISORYONE GROUP, LLC | 11 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-09 |
| Name of individual signing | MARIA JARVIS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128192409 |
| Plan sponsor’s address | 200 W. ADAMS STREET - SUITE 2450, CHICAGO, IL, 60606 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-16 |
| Name of individual signing | MARIA JARVIS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2018-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3128192409 |
| Plan sponsor’s address | 200 W. ADAMS STREET - SUITE 2450, CHICAGO, IL, 60606 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-11 |
| Name of individual signing | MARIA JARVIS |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JOHN S. MONICAL, 300 S. WACKER DR. STE 500, CHICAGO, 60606 | Agent | 2021-06-29 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| HERRMANN, STEVEN R., 200 W. ADAMS ST. STE 2450, CHICAGO, IL, 60606 | Manager | 2024-05-30 |
Date of last update: 16 Jan 2025
