| Entity Name: | BRIDGEPOINT WEALTH PARTNERS, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 27 Mar 2023 |
| Company Number: | LLC_13035555 |
| File Number: | 13035555 |
| Type of Management: | Manager Managed |
| Date Status Change: | 15 Feb 2024 |
| Address | 10 S WACKER DR STE 2960, CHICAGO, 60606, IL |
| Place of Formation: | ILLINOIS |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIDGEPOINT WEALTH PARTNERS 401(K) PLAN | 2023 | 923149357 | 2024-10-14 | BRIDGEPOINT WEALTH PARTNERS, LLC | 0 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-14 |
| Name of individual signing | CARTER WELLFORD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| ROBERT CARTER WELLFORD, 10 S. WACKER DRIVE, STE 2960, CHICAGO, 60606 | Agent | 2024-03-04 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| ROBERT CARTER WELLFORD, 10 S WACKER DR STE 2960, CHICAGO, IL, 60606 | Manager | 2024-02-15 |
Date of last update: 16 Jan 2025
