| Name: | ATHENA LEGACY SOLUTIONS, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 26 Jan 2011 (14 years ago) |
| Identification Number: | 000575282 |
| ZIP code: | 02874 |
| County: | Washington County |
| Principal Address: | 215 DOUGLAS DRIVE, SAUNDERSTOWN, RI, 02874, USA |
| Mailing Address: | 50 PARK ROW WEST SUITE 107, PROVIDENCE, RI, 02903, USA |
| Purpose: | TO SERVE AS A HOLDING COMPANY FOR CERTAIN INTELLECTUAL PROPERTY OWNED BY THE COMPANY |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ATHENA LEGACY SOLUTIONS, LLC 401(K) P/S PLAN | 2023 | 274658282 | 2024-06-26 | ATHENA LEGACY SOLUTIONS, LLC | 4 | |||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-26 |
| Name of individual signing | JANET GOULART |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 4015415100 |
| Plan sponsor’s address | 215 DOUGLAS DR, SAUNDERSTOWN, RI, 02874 |
Plan administrator’s name and address
| Administrator’s EIN | 274658282 |
| Plan administrator’s name | ATHENA LEGACY SOLUTIONS, LLC |
| Plan administrator’s address | 215 DOUGLAS DR, SAUNDERSTOWN, RI, 02874 |
| Administrator’s telephone number | 4015415100 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-21 |
| Name of individual signing | JANET GOULART |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| VIEIRA & DIGIANFILIPPO LTD. | Agent | 50 PARK ROW WEST SUITE 107 VIEIRA & DIGIANFILIPPO LTD, PROVIDENCE, RI, 02903, USA |
| Name | Role | Address |
|---|---|---|
| JANET M GOULART | Manager | 215 DOUGLAS DRIVE SAUNDERSTOWN, RI 02874 USA |
| Number | Name | File Date |
|---|---|---|
| 202450472860 | Statement of Change of Registered/Resident Agent Office | 2024-04-08 |
| 202450473380 | Annual Report | 2024-04-08 |
| 202329393580 | Annual Report | 2023-02-24 |
| 202214212880 | Annual Report | 2022-03-30 |
| 202103831950 | Annual Report | 2021-10-22 |
| 202187453280 | Statement of Change of Registered/Resident Agent | 2021-01-20 |
| 202059206820 | Annual Report | 2020-09-25 |
| 201921309900 | Annual Report | 2019-09-23 |
| 201877132940 | Annual Report | 2018-09-10 |
| 201752270950 | Annual Report | 2017-10-25 |
Date of last update: 15 Oct 2024
Sources: Rhode Island Department of State
