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BUILD UP ADVISORY GROUP, LLC

Branch

Company Details

Entity Name: BUILD UP ADVISORY GROUP, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Date Formed: 21 Feb 2019 (Companies founded in February 2019)
Branch of: BUILD UP ADVISORY GROUP, LLC (Company Number 4989792) (NEW YORK)
Business ALEI: 1300327
Annual report due: 31 Mar 2025
NAICS code: 541611 - Administrative Management and General Management Consulting Services
Business address: 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470, United States
Mailing address: 9 OAK RIDGE DRIVE, NEWTOWN, CT, United States, 06470
Mailing jurisdiction address: 2538 SEYMOUR AVENUE, BRONX, NY, 10469,
Office jurisdiction address: 2538 SEYMOUR AVENUE, BRONX, NY, 10469, United States
ZIP code: 06470 (Companies in Fairfield, 06470)
County: Fairfield
Place of Formation: NEW YORK
E-Mail: ncampbell@buildupadvisory.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BUILD UP ADVISORY GROUP 401(K) PLAN 2023 813483926 2024-05-15 BUILD UP ADVISORY GROUP 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 238290
Sponsor’s telephone number 6466206445
Plan sponsor’s address 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
BUILD UP ADVISORY GROUP 401(K) PLAN 2022 813483926 2023-05-27 BUILD UP ADVISORY GROUP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 238290
Sponsor’s telephone number 6466206445
Plan sponsor’s address 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
BUILD UP ADVISORY GROUP 401(K) PLAN 2021 813483926 2022-05-19 BUILD UP ADVISORY GROUP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 238290
Sponsor’s telephone number 6466206445
Plan sponsor’s address 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
NICOLE CAMPBELL Officer 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470, United States 64 COACH DRIVE, WOLCOTT, CT, 06716, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
A. NICOLE CAMPBELL Agent 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470, United States 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470, United States +1 203-872-2226 ncampbell@buildupadvisory.com 9 OAK RIDGE DRIVE, NEWTOWN, CT, 06470, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012122083 2024-02-13 No data Annual Report Annual Report No data
BF-0011244263 2023-03-07 No data Annual Report Annual Report No data
BF-0010368602 2022-02-17 No data Annual Report Annual Report 2022
0007231417 2021-03-15 No data Annual Report Annual Report 2021
0006894357 2020-04-28 No data Annual Report Annual Report 2020
0006410234 2019-02-21 2019-02-21 Business Registration Certificate of Registration No data

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website