| Entity Name: | ADVISERS TRUST LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 13 Dec 2004 (Companies founded in December 2004) |
| Business ALEI: | 0804891 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 30 MAIN STREET, NEWTOWN, CT, 06470, United States |
| Mailing address: | 30 MAIN STREET, NEWTOWN, CT, United States, 06470 |
| ZIP code: | 06470 (Companies in Fairfield, 06470) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | allysonb@adviserstrust.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVISERS TRUST, LLC 401(K) PLAN | 2023 | 202077532 | 2024-05-16 | ADVISERS TRUST, LLC | 6 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-14 |
| Name of individual signing | ALLYSON BATLLE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-14 |
| Name of individual signing | ALLYSON BATLLE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2032707700 |
| Plan sponsor’s address | 30 MAIN STREET, NEWTOWN, CT, 06470 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-16 |
| Name of individual signing | ALLYSON BATLLE |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-16 |
| Name of individual signing | ALLYSON BATLLE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| WALTER PACHNIUK | Agent | 30 MAIN STREET, NEWTOWN, CT, 06470, United States | 30 MAIN STREET, NEWTOWN, CT, 06470, United States | +1 203-270-7373 | allysonb@adviserstrust.com | 1 ACADEMY LANE, NEWTOWN, CT, 06470, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| WALTER PACHNIUK | Officer | 30 MAIN STREET, NEWTOWN, CT, 06470, United States | +1 203-270-7373 | allysonb@adviserstrust.com | 1 ACADEMY LANE, NEWTOWN, CT, 06470, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012139862 | 2024-03-11 | No data | Annual Report | Annual Report | No data |
| BF-0011163514 | 2023-05-04 | No data | Annual Report | Annual Report | No data |
| BF-0010301891 | 2022-03-03 | No data | Annual Report | Annual Report | 2022 |
| BF-0009789533 | 2021-06-29 | No data | Annual Report | Annual Report | No data |
| 0007022190 | 2020-11-19 | No data | Annual Report | Annual Report | 2016 |
| 0007022187 | 2020-11-19 | No data | Annual Report | Annual Report | 2015 |
| 0007022224 | 2020-11-19 | No data | Annual Report | Annual Report | 2019 |
| 0007022179 | 2020-11-19 | No data | Annual Report | Annual Report | 2014 |
| 0007022212 | 2020-11-19 | No data | Annual Report | Annual Report | 2018 |
| 0007022232 | 2020-11-19 | No data | Annual Report | Annual Report | 2020 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
