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SBS Retirement Consultants, LLC

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Entity Number 85504D

Status Good Standing

NameSBS Retirement Consultants, LLC

Date of registration 09 Mar 2004 (21 years ago)

Legal typeLimited Liability Company

Place of FormationALASKA

Address 907 UNIVERSITY AVENUE, FAIRBANKS, AK 99709

Address ZIP code 99709

Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants File

SBS RETIREMENT CONSULTANTS, LLC 401(K) PLAN

2023

611549031

2024-05-08

SBS RETIREMENT CONSULTANTS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2024-05-08
Name of individual signingSHANNON STAIGER
RoleEmployer/plan sponsor
Date2024-05-08
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401(K) PLAN

2022

611549031

2023-05-09

SBS RETIREMENT CONSULTANTS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2023-05-09
Name of individual signingSHANNON STAIGER
RoleEmployer/plan sponsor
Date2023-05-09
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2021

611549031

2022-09-19

SBS RETIREMENT CONSULTANTS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2022-09-19
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2020

611549031

2021-06-29

SBS RETIREMENT CONSULTANTS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2021-06-29
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2019

611549031

2020-07-02

SBS RETIREMENT CONSULTANTS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2020-07-02
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2018

611549031

2019-05-07

SBS RETIREMENT CONSULTANTS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2019-05-07
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2017

611549031

2018-07-11

SBS RETIREMENT CONSULTANTS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2018-07-11
Name of individual signingSHANNON STAIGER
RoleEmployer/plan sponsor
Date2018-07-11
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2016

611549031

2017-07-05

SBS RETIREMENT CONSULTANTS, LLC

7

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2017-07-05
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2015

611549031

2016-06-29

SBS RETIREMENT CONSULTANTS, LLC

6

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2016-06-29
Name of individual signingSHANNON STAIGER

SBS RETIREMENT CONSULTANTS, LLC 401K PLAN

2014

611549031

2015-10-09

SBS RETIREMENT CONSULTANTS, LLC

5

View Page

Three-digit plan number (PN)001
Effective date of plan2010-01-01
Business code523900
Sponsor’s telephone number9073740487
Plan sponsor’s address907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of

RolePlan administrator
Date2015-10-09
Name of individual signingSHANNON STAIGER

Member

Name Role

SHANNON STAIGER

Member

SHAWN WIEGGAND

Member

JORDAN HENDRY

Member

BENJAMIN ROTH

Member

Registered Agent

Name Role

CLF, Inc.

Registered Agent

Licenses

Type License Number Status Date of issue Date of renewal Expiration date Description

Business License

910685

Active

2008-01-25

2022-10-05

2024-12-31

LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Date of last update: 26 Aug 2024

Sources

Company info