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  5. ADVISE TECHNOLOGIES, LLC

ADVISE TECHNOLOGIES, LLC

Company Details

Name: ADVISE TECHNOLOGIES, LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 06 Dec 2010 (14 years ago)
Entity Number: 4027048
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2023 272194126 2024-08-05 ADVISE TECHNOLOGIES, LLC 58
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 518210
Sponsor’s telephone number 2125761170
Plan sponsor’s address 777 3RD AVE 10TH FL, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2024-08-05
Name of individual signing KATIE ABBOTT
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2023 272194126 2024-08-09 ADVISE TECHNOLOGIES, LLC 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 518210
Sponsor’s telephone number 2125761170
Plan sponsor’s address 777 3RD AVE 10TH FL, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2024-08-09
Name of individual signing KATIE ABBOTT
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2022 272194126 2023-06-20 ADVISE TECHNOLOGIES, LLC 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 518210
Sponsor’s telephone number 2125761170
Plan sponsor’s address 777 3RD AVE 10TH FL, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2023-06-20
Name of individual signing KATIE ABBOTT
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2021 272194126 2022-10-17 ADVISE TECHNOLOGIES, LLC 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 518210
Sponsor’s telephone number 2125761170
Plan sponsor’s address 777 3RD AVE 10TH FL, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2022-10-17
Name of individual signing FREDERICK WINSTON
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2020 272194126 2021-09-17 ADVISE TECHNOLOGIES, LLC 70
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 3 EAST 54TH STREET 8TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8646701844

Signature of
Role Plan administrator
Date 2021-09-17
Name of individual signing PHIL TISUE
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2020 272194126 2021-10-25 ADVISE TECHNOLOGIES, LLC 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 3 EAST 54TH STREET 8TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8646701844

Signature of
Role Plan administrator
Date 2021-10-25
Name of individual signing PHIL TISUE
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2019 272194126 2020-09-29 ADVISE TECHNOLOGIES, LLC 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 3 EAST 54TH STREET 8TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8646701844

Signature of
Role Plan administrator
Date 2020-09-29
Name of individual signing PHIL TISUE
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2018 272194126 2019-10-07 ADVISE TECHNOLOGIES, LLC 54
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 3 EAST 54TH STREET 8TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8646701844

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing PHIL TISUE
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2018 272194126 2020-09-29 ADVISE TECHNOLOGIES, LLC 54
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 3 EAST 54TH STREET 8TH FLOOR, NEW YORK, NY, 10022

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8646701844

Signature of
Role Plan administrator
Date 2020-09-29
Name of individual signing PHIL TISUE
ADVISE TECHNOLOGIES, LLC 401(K) PLAN 2017 272194126 2018-08-14 ADVISE TECHNOLOGIES, LLC 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-06-01
Business code 446110
Sponsor’s telephone number 2125761170
Plan sponsor’s address 350 MADISON AVE, 9TH FLOOR, NEW YORK, NY, 10017

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6322 DEANE HILL DRIVE, SUITE 201, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2018-08-14
Name of individual signing PHIL TISUE

DOS Process Agent

Name Role Address
C T CORPORATION SYSTEM DOS Process Agent 28 LIBERTY STREET, NEW YORK, NY, United States, 10005

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

History

Start date End date Type Value
2016-12-02 2020-07-27 Address 3 EAST 54TH STREET, 8TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)
2010-12-06 2016-12-02 Address 445 PARK AVENUE, 9TH FLOOR, NEW YORK, NY, 10022, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
230112000203 2023-01-12 BIENNIAL STATEMENT 2022-12-01
201216060001 2020-12-16 BIENNIAL STATEMENT 2020-12-01
200824060196 2020-08-24 BIENNIAL STATEMENT 2018-12-01
200727000315 2020-07-27 CERTIFICATE OF CHANGE 2020-07-27
161202002004 2016-12-02 BIENNIAL STATEMENT 2016-12-01
110209000094 2011-02-09 CERTIFICATE OF PUBLICATION 2011-02-09
101206000598 2010-12-06 APPLICATION OF AUTHORITY 2010-12-06

Related by officers

C T CORPORATION SYSTEM

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Related by address

28 LIBERTY STREET, NEW YORK, NY, United States, 10005

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Date of last update: 02 Feb 2025

Sources: New York Secretary of State

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