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BROADSTONE ADVISORS, LLC

BROADSTONE ADVISORS, LLC

Company Details

Name:	BROADSTONE ADVISORS, LLC
Jurisdiction:	New York
Legal type:	DOMESTIC LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	16 May 2019 (6 years ago)
Entity Number:	5553780
ZIP code:	12180
County:	Rensselaer
Place of Formation:	New York
Address:	11 EAGLE RIDGE DR, TROY, NY, United States, 12180

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

BROADSTONE ADVISORS, LLC 401(K) PLAN

2023

263553987

2024-10-15

BROADSTONE ADVISORS, LLC

10

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203062
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2024-10-15
Name of individual signing	TODD MCDONALD
Valid signature	Filed with authorized/valid electronic signature

BROADSTONE ADVISORS, LLC 401(K) PLAN

2022

263553987

2023-10-11

BROADSTONE ADVISORS, LLC

9

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203062
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2023-10-11
Name of individual signing	TODD MCDONALD

BROADSTONE ADVISORS, LLC 401(K) PLAN

2021

263553987

2022-10-14

BROADSTONE ADVISORS, LLC

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203063
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2022-10-14
Name of individual signing	TODD MCDONALD

Role	Employer/plan sponsor
Date	2022-10-14
Name of individual signing	TODD MCDONALD

BROADSTONE ADVISORS, LLC 401(K) PLAN

2020

263553987

2021-10-14

BROADSTONE ADVISORS, LLC

6

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203062
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2021-10-14
Name of individual signing	TODD MCDONALD

Role	Employer/plan sponsor
Date	2021-10-14
Name of individual signing	TODD MCDONALD

BROADSTONE ADVISORS, LLC 401(K) PLAN

2019

263553987

2020-10-02

BROADSTONE ADVISORS, LLC

5

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203063
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2020-10-02
Name of individual signing	TODD MCDONALD

Role	Employer/plan sponsor
Date	2020-10-02
Name of individual signing	TODD MCDONALD

BROADSTONE ADVISORS, LLC 401(K) PLAN

2018

263553987

2019-09-13

BROADSTONE ADVISORS, LLC

3

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2018-01-01
Business code	523900
Sponsor’s telephone number	5182203062
Plan sponsor’s address	24 CENTURY HILL DRIVE, SUITE 105, LATHAM, NY, 12110

Signature of

Role	Plan administrator
Date	2019-09-13
Name of individual signing	TODD MCDONALD

Role	Employer/plan sponsor
Date	2019-09-13
Name of individual signing	TODD MCDONALD

Agent

Name	Role	Address
NYSCORPORATION.COM	Agent	1971 WESTERN AVE, #1121, ALBANY, NY, 12203

DOS Process Agent

Name	Role	Address
THE LLC	DOS Process Agent	11 EAGLE RIDGE DR, TROY, NY, United States, 12180

Filings

Filing Number	Date Filed	Type	Effective Date
190516010020	2019-05-16	ARTICLES OF ORGANIZATION	2019-05-16

Date of last update: 22 Nov 2024

Sources: New York Secretary of State