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  5. ADVICEONE LLC

ADVICEONE LLC

Headquarter

Company Details

Entity Name: ADVICEONE LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 27 Dec 2024
Business ALEI: 3122847
Annual report due: 31 Mar 2025
Business address: 100 WESTERN BLVD, GLASTONBURY, CT, 06033, UNITED STATES
Mailing address: 100 WESTERN BLVD, GLASTONBURY, CT, UNITED STATES, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: ACCOUNTING@ADVICEONELCC.COM

Links between entities

Type Company Name Company Number State
Headquarter of ADVICEONE LLC, ILLINOIS LLC_13120277 ILLINOIS
Headquarter of ADVICEONE LLC, RHODE ISLAND 001769741 RHODE ISLAND

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2023 061616224 2024-07-26 ADVICEONE, LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2022 061616224 2023-06-20 ADVICEONE, LLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-06-20
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2021 061616224 2022-07-27 ADVICEONE, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604303614
Plan sponsor’s address 100 WESTERN BLVD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing COURTNEY MCSWYNY
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2020 061616224 2021-05-11 ADVICEONE LLC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2021-05-11
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-11
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2019 061616224 2020-06-08 ADVICEONE LLC 59
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2020-06-08
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-08
Name of individual signing ANITA ROBERTS
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2018 061616224 2019-05-29 ADVICEONE LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-05-29
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2017 061616224 2018-07-23 ADVICEONE LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-23
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2016 061616224 2017-06-12 ADVICEONE LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2017-06-12
Name of individual signing MICHAEL P. GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-12
Name of individual signing MICHAEL P. GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2015 061616224 2016-06-21 ADVICEONE LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2016-06-21
Name of individual signing MICHAEL P GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-21
Name of individual signing MICHAEL P GROSSMAN
Valid signature Filed with authorized/valid electronic signature
ADVICEONE ADVISORY SERVICE 401(K) PLAN 2014 061616224 2015-05-14 ADVICEONE, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8606594900
Plan sponsor’s address 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2015-05-14
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-14
Name of individual signing MICHAEL GROSSMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
NORTHWEST REGISTERED AGENT LLC Agent

Officer

Name Role Business address Residence address
ADVICEONE HOLDCO INC. Officer 100 WESTERN BLVD, GLASTONBURY, CT, 06033, United States 22 CHESTNUT LANE, EAST OTIS, MA, 01029, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013263749 2024-12-31 2025-01-01 Merger Certificate of Merger No data
BF-0013260749 2024-12-27 2024-12-27 Business Formation Certificate of Organization No data

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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