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  5. Retirement & 401(k) Plan Advisors, LLC

Retirement & 401(k) Plan Advisors, LLC

Company Details

Name: Retirement & 401(k) Plan Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 07 Mar 2011 (14 years ago)
Company Number: dad6e972-97d4-e011-a886-001ec94ffe7f
File Number: 4207019-2
Registered Office Address: 9703 Geisler Rd, Eden Prairie, MN 55347, USA
Principal Executive Office Address: 9703 Geisler Road, Eden Prairie, MN 55347, USA
ZIP code: 55347
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCOTT LEVERENZ CASH BALANCE PLAN 2023 453973159 2024-09-11 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ CASH BALANCE PLAN 2023 453973159 2024-09-11 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ RETIREMENT PLAN 2023 453973159 2024-09-11 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ CASH BALANCE PLAN 2023 453973159 2024-09-16 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ RETIREMENT PLAN 2022 453973159 2023-10-11 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ CASH BALANCE PLAN 2022 453973159 2023-10-11 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ RETIREMENT PLAN 2021 453973159 2022-07-05 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ CASH BALANCE PLAN 2021 453973159 2022-07-05 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ RETIREMENT PLAN 2020 453973159 2021-09-01 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344
SCOTT LEVERENZ CASH BALANCE PLAN 2020 453973159 2021-09-30 RETIREMENT & 401(K) PLAN ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9525443614
Plan sponsor’s address 7500 FLYING CLOUD DRIVE, SUITE 760, EDEN PRAIRIE, MN, 55344

Manager

Name Role Address
Scott Timothy Leverenz Manager 9703 Geisler Road, Eden Prairie, MN 55347, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2013-01-16
Amendment - Limited Liability Company (Domestic) (Business Name: Retirement & 401(k) Plan Advisors, LLC) 2011-11-23
Original Filing - Limited Liability Company (Domestic) (Business Name: Retirement Plan Advisors, LLC) 2011-03-07

Related by officers

No related officers

Related by address

9703 Geisler Rd, Eden Prairie, MN 55347, USA

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Date of last update: 02 Oct 2024

Sources: Minnesota's Official State Website

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