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  5. RATIONAL RETENTION LLC

RATIONAL RETENTION LLC

Company Details

Name: RATIONAL RETENTION LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Mar 2006 (19 years ago)
Entity Number: 3329391
ZIP code: 12203
County: Albany
Place of Formation: New York
Address: 2 TOWER PLACE, ALBANY, NY, United States, 12203

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
7GMA2 Active Non-Manufacturer 2015-10-13 2024-03-27 2029-03-27 2025-03-25

Contact Information
POC THOMAS PREECE
Phone +1 518-489-3000
Fax +1 518-880-9509
Address 2 TOWER PL, ALBANY, NY, 12203 3726, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (1)
CAGE number 8LD30
Owner Type Immediate
Legal Business Name RATIONAL EDISCOVERY LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RATIONAL RETENTION LLC 401(K) P/S PLAN 2023 743184313 2024-09-04 RATIONAL RETENTION LLC 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2024-09-04
Name of individual signing MELISSA FAAS
Valid signature Filed with authorized/valid electronic signature
RATIONAL RETENTION LLC 401(K) P/S PLAN 2022 743184313 2023-10-02 RATIONAL RETENTION LLC 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing MELISSA FAAS
RATIONAL RETENTION LLC 401(K) P/S PLAN 2021 743184313 2022-07-07 RATIONAL RETENTION LLC 100
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing MELISSA FAAS
RATIONAL RETENTION LLC 401(K) P/S PLAN 2020 743184313 2021-06-09 RATIONAL RETENTION, LLC 100
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2021-06-09
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2019 743184313 2020-06-09 RATIONAL RETENTION, LLC 99
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2020-06-09
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2018 743184313 2019-06-05 RATIONAL RETENTION, LLC 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2019-06-05
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2017 743184313 2018-03-08 RATIONAL RETENTION, LLC 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2018-03-08
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2016 743184313 2017-05-26 RATIONAL RETENTION, LLC 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2017-05-26
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2015 743184313 2016-05-26 RATIONAL RETENTION, LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2016-05-26
Name of individual signing MARIANNE DEMARIO
RATIONAL RETENTION LLC 401(K) P/S PLAN 2014 743184313 2015-07-27 RATIONAL RETENTION, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 423200
Sponsor’s telephone number 5184893000
Plan sponsor’s address 2 TOWER PLACE, ALBANY, NY, 12203

Plan administrator’s name and address
Administrator’s EIN 743184313
Plan administrator’s name RATIONAL RETENTION, LLC
Plan administrator’s address 2 TOWER PLACE, ALBANY, NY, 12203
Administrator’s telephone number 5184893000

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing MARIANNE DEMARIO

DOS Process Agent

Name Role Address
RATIONAL RETENTION LLC DOS Process Agent 2 TOWER PLACE, ALBANY, NY, United States, 12203

History

Start date End date Type Value
2006-03-06 2014-03-31 Address 912 STATE ROUTE 143, WESTERLO, NY, 12193, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
200305060477 2020-03-05 BIENNIAL STATEMENT 2020-03-01
180305007240 2018-03-05 BIENNIAL STATEMENT 2018-03-01
140331006418 2014-03-31 BIENNIAL STATEMENT 2014-03-01
120509002339 2012-05-09 BIENNIAL STATEMENT 2012-03-01
100416002980 2010-04-16 BIENNIAL STATEMENT 2010-03-01
080227002844 2008-02-27 BIENNIAL STATEMENT 2008-03-01
060428000392 2006-04-28 AFFIDAVIT OF PUBLICATION 2006-04-28
060428000388 2006-04-28 AFFIDAVIT OF PUBLICATION 2006-04-28
060306000336 2006-03-06 ARTICLES OF ORGANIZATION 2006-03-06

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1758288307 2021-01-19 0248 PPS 2 Tower Pl, Albany, NY, 12203-3735
Loan Status Date 2022-06-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 572900
Loan Approval Amount (current) 572900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47160
Servicing Lender Name The National Bank of Coxsackie
Servicing Lender Address 3-7 Reed St, COXSACKIE, NY, 12051-1210
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Albany, ALBANY, NY, 12203-3735
Project Congressional District NY-20
Number of Employees 70
NAICS code 541511
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 47160
Originating Lender Name The National Bank of Coxsackie
Originating Lender Address COXSACKIE, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 580214.28
Forgiveness Paid Date 2022-05-25
4529978509 2021-02-26 0248 PPS 2 Tower Pl, Albany, NY, 12203-3735
Loan Status Date 2022-06-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 332200
Loan Approval Amount (current) 332200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47160
Servicing Lender Name The National Bank of Coxsackie
Servicing Lender Address 3-7 Reed St, COXSACKIE, NY, 12051-1210
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Albany, ALBANY, NY, 12203-3735
Project Congressional District NY-20
Number of Employees 70
NAICS code 541511
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 47160
Originating Lender Name The National Bank of Coxsackie
Originating Lender Address COXSACKIE, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 336222.81
Forgiveness Paid Date 2022-05-25
5668707202 2020-04-27 0248 PPP 2 Tower Place, ALBANY, NY, 12203-3735
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 332200
Loan Approval Amount (current) 332200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 47160
Servicing Lender Name The National Bank of Coxsackie
Servicing Lender Address 3-7 Reed St, COXSACKIE, NY, 12051-1210
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ALBANY, ALBANY, NY, 12203-3735
Project Congressional District NY-20
Number of Employees 22
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 47160
Originating Lender Name The National Bank of Coxsackie
Originating Lender Address COXSACKIE, NY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 334202.3
Forgiveness Paid Date 2020-12-08

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2862000 RATIONAL RETENTION LLC RATIONAL RETENTION C17PTHH9G241 2 TOWER PL, STE 1, ALBANY, NY, 12203-3726
Capabilities Statement Link -
Phone Number 518-489-3000
Fax Number 518-880-9509
E-mail Address tpreece@rationalenterprise.com
WWW Page www.rationalenterprise.com
E-Commerce Website -
Contact Person THOMAS PREECE
County Code (3 digit) 001
Congressional District 20
Metropolitan Statistical Area 0160
CAGE Code 7GMA2
Year Established 2009
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business
Business Development Servicing Office SYRACUSE DISTRICT OFFICE (SBA office code 0248)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 513210
NAICS Code's Description Software Publishers15
Small Yes

Export Profile (Trade Mission Online)
Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Related by officers

No related officers

Related by address

2 TOWER PLACE, ALBANY, NY, United States, 12203

CERBEL, LLC CUR HOLDINGS, LLC. FMC CONTROLS, LLC MM FAMILY PARTNERSHIP I, L.P. MM FAMILY PARTNERSHIP II, L.P. RATIONAL EDISCOVERY, LLC RATIONAL ENTERPRISE SOLUTIONS, LLC SANDERLING PERSONALTY MANAGEMENT LLC SRB MTII, LLC

Date of last update: 11 Mar 2025

Sources: New York Secretary of State

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