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  5. C3 ADVISORY, LLC

C3 ADVISORY, LLC

Company Details

Name: C3 ADVISORY, LLC
Jurisdiction: New York
Legal type: FOREIGN PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 13 Dec 2019 (5 years ago)
Entity Number: 5671272
ZIP code: 14580
County: Monroe
Place of Formation: Nevada
Address: 1325 KLEM ROAD, WEBSTER, NY, United States, 14580

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C3 ADVISORY, LLC RETIREMENT PLAN 2022 833155781 2023-07-17 C3 ADVISORY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14834
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2022 833155781 2023-05-15 C3 ADVISORY, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2023-05-15
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2023-05-15
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2022 833155781 2023-04-25 C3 ADVISORY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2023-04-17
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2023-04-17
Name of individual signing JENNIFER DAVIE
PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN 2021 833155781 2022-10-12 C3 ADVISORY, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLYS TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address
Administrator’s EIN 823348747
Plan administrator’s name TPS GROUP 3(16) SERVICES, LLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7168399405

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2020 833155781 2021-06-07 C3 ADVISORY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2021-06-03
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2021-06-03
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2019 833155781 2020-11-16 C3 ADVISORY, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Plan administrator’s name and address
Administrator’s EIN 463080121
Plan administrator’s name LAW OFFICE OF JENNIFER DAVIE, ESQ., PLLC
Plan administrator’s address 270 NORTHPOINTE PARKWAY, SUITE 10, AMHERST, NY, 14228
Administrator’s telephone number 7167996906

Signature of
Role Plan administrator
Date 2020-11-16
Name of individual signing JENNIFER DAVIE
Role Employer/plan sponsor
Date 2020-11-16
Name of individual signing JENNIFER DAVIE
PAYRIGHT PAYROLL AFFILIATES, INC. MULTIPLE EMPLOYER PLAN 2019 833155781 2020-09-21 C3 ADVISORY, LLC 0
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 5853851790
Plan sponsor’s address 121 SULLY TRAIL, SUITE 12, PITTSFORD, NY, 14607

Signature of
Role Plan administrator
Date 2020-09-18
Name of individual signing GARRETT WAGNER
Role Employer/plan sponsor
Date 2020-09-18
Name of individual signing GARRETT WAGNER

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 1325 KLEM ROAD, WEBSTER, NY, United States, 14580

Filings

Filing Number Date Filed Type Effective Date
191213000202 2019-12-13 APPLICATION OF AUTHORITY 2019-12-13

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Related by address

1325 KLEM ROAD, WEBSTER, NY, United States, 14580

C3 EVOLUTION GROUP, LLC C3 ADVISORY, LLC

Date of last update: 21 Nov 2024

Sources: New York Secretary of State

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