| Name: | Ballast Wealth Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 01 Feb 2023 (2 years ago) |
| Identification Number: | 001752079 |
| ZIP code: | 02840 |
| County: | Newport County |
| Principal Address: | 174 BELLEVUE AVE STE 210, NEWPORT, RI, 02840, USA |
| Mailing Address: | 174 BELLEVUE AVENUE SUITE 210, NEWPORT, RI, 02840, USA |
| Purpose: | WEALTH MANAGEMENT SERVICES. |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALLAST WEALTH MANAGEMENT 401(K) PLAN | 2023 | 921914104 | 2024-08-30 | BALLAST WEALTH MANAGEMENT, LLC | 0 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 621874769 |
| Plan administrator’s name | ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES |
| Plan administrator’s address | 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919 |
| Administrator’s telephone number | 8656701844 |
Signature of
| Role | Plan administrator |
| Date | 2024-08-30 |
| Name of individual signing | TARA EVANS, FOR TAG RESOURCES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| JULIANNE JOLY | Agent | 68 NARRAGANSETT AVE W, WAKEFIELD, RI, 02879, USA |
| Number | Name | File Date |
|---|---|---|
| 202455046750 | Annual Report | 2024-05-30 |
| 202327139090 | Articles of Organization | 2023-02-01 |
Date of last update: 29 Oct 2024
Sources: Rhode Island Department of State
