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IRONWOOD CAPITAL HOLDINGS, LLC

Company Details

Entity Name: IRONWOOD CAPITAL HOLDINGS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 09 Dec 2009
Business ALEI: 0990094
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 45 NOD ROAD, AVON, CT, 06001, United States
Mailing address: 45 NOD ROAD, SUITE 2, AVON, CT, United States, 06001
Mailing jurisdiction address: 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States
Office jurisdiction address: 1209 ORANGE STREET SUITE 2, WILMINGTON, DE, 19801, United States
ZIP code: 06001
County: Hartford
Place of Formation: DELAWARE
E-Mail: craig@ironwoodcap.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2023 800517251 2024-06-04 IRONWOOD CAPITAL HOLDINGS, LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD SUITE 2, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2024-06-04
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2022 800517251 2023-06-06 IRONWOOD CAPITAL HOLDINGS, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD SUITE 2, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2023-06-06
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2021 800517251 2022-06-20 IRONWOOD CAPITAL HOLDINGS, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2022-06-20
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2020 800517251 2021-06-19 IRONWOOD CAPITAL HOLDINGS, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2021-06-19
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2019 800517251 2020-06-30 IRONWOOD CAPITAL HOLDINGS, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2020-06-30
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2019 800517251 2020-06-19 IRONWOOD CAPITAL HOLDINGS, LLC 23
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523900
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2020-06-19
Name of individual signing ZLUCE5725
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2018 800517251 2019-05-21 IRONWOOD CAPITAL HOLDINGS, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2019-05-21
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2017 800517251 2018-07-03 IRONWOOD CAPITAL HOLDINGS, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2018-07-03
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN 2016 800517251 2017-06-26 IRONWOOD CAPITAL HOLDINGS, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD ROAD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2017-06-26
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature
IRONWOOD CAPITAL HOLDINGS 401(K) PROFIT SHARING PLAN 2015 800517251 2016-07-21 IRONWOOD CAPITAL HOLDINGS LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 523110
Sponsor’s telephone number 8604092119
Plan sponsor’s address 45 NOD RD, AVON, CT, 06001

Signature of

Role Plan administrator
Date 2016-07-21
Name of individual signing ZACHARY LUCE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
MARC A. REICH Officer 45 NOD ROAD, SUITE 2, AVON, CT, 06001, United States 34 OAK BLUFF, Avon, CT, 06001, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012758698 2024-09-05 2024-09-05 Change of Agent Agent Change No data
BF-0012188771 2024-03-13 No data Annual Report Annual Report No data
BF-0011177884 2023-03-17 No data Annual Report Annual Report No data
BF-0010278683 2022-03-25 No data Annual Report Annual Report 2022
0007267369 2021-03-29 No data Annual Report Annual Report 2021
0006829109 2020-03-12 No data Annual Report Annual Report 2020
0006419409 2019-03-01 No data Annual Report Annual Report 2019
0006052560 2018-02-02 No data Annual Report Annual Report 2018
0005969691 2017-11-21 No data Annual Report Annual Report 2017
0005723818 2016-12-22 No data Annual Report Annual Report 2016

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website