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  5. CRESCENT GROVE ADVISORS, LLC

CRESCENT GROVE ADVISORS, LLC

Company Details

Entity Name: CRESCENT GROVE ADVISORS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Apr 2015
Company Number: LLC_05213657
File Number: 05213657
Type of Management: Member Managed
Date Status Change: 20 Feb 2024
Address 100 FIELD DRIVE, SUITE 215, LAKE FOREST, 60045, IL
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN 2023 473818482 2024-09-30 CRESCENT GROVE ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2023 473818482 2024-10-10 CRESCENT GROVE ADVISORS, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN 2022 473818482 2023-10-02 CRESCENT GROVE ADVISORS, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2022 473818482 2023-06-16 CRESCENT GROVE ADVISORS, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2023-06-16
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2021 473818482 2022-09-22 CRESCENT GROVE ADVISORS, LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2022-09-22
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN 2021 473818482 2022-05-15 CRESCENT GROVE ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2022-05-15
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2020 473818482 2021-05-10 CRESCENT GROVE ADVISORS, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN 2020 473818482 2021-04-20 CRESCENT GROVE ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2021-04-20
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC CASH BALANCE PENSION PLAN 2019 473818482 2020-03-06 CRESCENT GROVE ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2020-03-06
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature
CRESCENT GROVE ADVISORS, LLC 401(K) AND PROFIT SHARING PLAN 2019 473818482 2020-05-22 CRESCENT GROVE ADVISORS, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8477525663
Plan sponsor’s address 100 N. FIELD DRIVE SUITE 215, LAKE FOREST, IL, 60045

Signature of
Role Plan administrator
Date 2020-05-22
Name of individual signing NICK KOCHANSKI
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
PARACORP INCORPORATED, 901 S 2ND ST STE 201, SPRINGFIELD, 62704 Agent 2015-04-27

Manager

Name and Address Role Appointment Date
KEEVINS, DAVID S, 100 FIELD DRIVE, SUITE 215, LAKE FOREST, IL, 60045 Manager 2024-02-20
GEORGE, GREGG W, 100 FIELD DRIVE, SUITE 215, LAKE FOREST, IL, 60045 Manager 2024-02-20
KOCHANSKI, NICHOLAS H, 100 FIELD DRIVE, SUITE 215, LAKE FOREST, IL, 60045 Manager 2024-02-20
PROSK, MITCHELL, 100 FIELD DRIVE, SUITE 215, LAKE FOREST, IL, 60045 Manager 2024-02-20

Related by officers

PARACORP INCORPORATED, 901 S 2ND ST STE 201, SPRINGFIELD, 62704

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Related by address

100 FIELD DRIVE, SUITE 215, LAKE FOREST, 60045, IL

CRESCENT GROVE INSURANCE, LLC CRESCENT GROVE HOLDINGS, LLC BARRETT UPTON CAPITAL PARTNERS, LLC

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State

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