Search icon

SPEO LLC

Company Details

Entity Name: SPEO LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 19 Dec 2018
Business ALEI: 1293723
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 151 NATIONAL DR, GLASTONBURY, CT, 06033, United States
Mailing address: 151 NATIONAL DR, GLASTONBURY, CT, United States, 06033
Mailing jurisdiction address: 251 LITTLE FALLS DR, WILMINGTON, DE, 19808, United States
ZIP code: 06033
County: Hartford
Place of Formation: DELAWARE
E-Mail: Compliancemail@cscinfo.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SYMMETRY PARTNERS, LLC 401(K) PLAN 2021 832627625 2022-10-11 SPEO, LLC 153
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342096
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 114
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 43
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 152
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2021 832627625 2023-04-20 SPEO, LLC 153
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342096
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 114
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 43
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 152
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2023-04-20
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2020 832627625 2021-10-15 SPEO, LLC 146
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342096
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 97
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 43
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
SYMMETRY PARTNERS, LLC 401(K) PLAN 2019 832627625 2020-10-13 SPEO, LLC 152
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 8607342077
Plan sponsor’s mailing address P.O. BOX 737, GLASTONBURY, CT, 060330737
Plan sponsor’s address 151 NATIONAL DRIVE, GLASTONBURY, CT, 060331274

Number of participants as of the end of the plan year

Active participants 101
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 45
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 143
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing MICHAEL MCCARTHY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
SPEO LLC Agent

Officer

Name Role Business address Residence address
PATRICK A. SWEENY Officer 151 NATIONAL DR, GLASTONBURY, CT, 06033, United States 27 OAKVIEW CIRCLE, WESYPORT, CT, 06880, United States
DAVID CONNELLY JR. Officer 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States 151 NATIONAL DRIVE, GLASTONBURY, CT, 06033, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012066341 2024-03-25 No data Annual Report Annual Report No data
BF-0011240945 2023-03-23 No data Annual Report Annual Report No data
BF-0010272597 2022-03-22 No data Annual Report Annual Report 2022
BF-0010469573 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007202023 2021-03-03 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006754202 2020-02-12 No data Annual Report Annual Report 2020
0006754197 2020-02-12 No data Annual Report Annual Report 2019
0006296470 2018-12-19 2018-12-19 Business Registration Certificate of Registration No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website