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  5. Trust & Estate Advocates, LLP

Trust & Estate Advocates, LLP

Company Details

Name: Trust & Estate Advocates, LLP
Jurisdiction: Colorado
Legal type: Domestic limited liability partnership
Status: Good Standing
Date of registration: 18 Jan 2016 (9 years ago)
Entity Number: 20161036955
ZIP code: 80111
County: Arapahoe County
Place of Formation: COLORADO
Principal Address: 5251 Dtc Pkwy Ste 825 Greenwood Village CO 80111 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRUST & ESTATE ADVOCATES LLP 401(K) PLAN 2023 811127277 2024-09-05 TRUST & ESTATE ADVOCATES LLP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3033538354
Plan sponsor’s address 2330 BROADWAY, SUITE 103, DENVER, CO, 80205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-09-04
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
TRUST & ESTATE ADVOCATES LLP 401(K) PLAN 2023 811127277 2024-07-12 TRUST & ESTATE ADVOCATES LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3033538354
Plan sponsor’s address 2330 BROADWAY, SUITE 103, DENVER, CO, 80205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-07-12
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
TRUST & ESTATE ADVOCATES LLP 401(K) PLAN 2022 811127277 2023-05-27 TRUST & ESTATE ADVOCATES LLP 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3033538354
Plan sponsor’s address 2330 BROADWAY, SUITE 103, DENVER, CO, 80205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
TRUST & ESTATE ADVOCATES LLP 401(K) PLAN 2021 811127277 2022-06-01 TRUST & ESTATE ADVOCATES LLP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3033538354
Plan sponsor’s address 2330 BROADWAY, SUITE 103, DENVER, CO, 80205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-06-01
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
TRUST & ESTATE ADVOCATES LLP 401(K) PLAN 2020 811127277 2021-07-07 TRUST & ESTATE ADVOCATES LLP 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3033538354
Plan sponsor’s address 2330 BROADWAY, SUITE 103, DENVER, CO, 80205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-07-07
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Norvell E. Brasch Agent 5251 Dtc Pkwy Ste 825 Greenwood Village CO 80111 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20251020372 File Report 2025-01-06 2025-01-06 No data Principal address changed
20241354797 File Report 2024-03-26 2024-03-26 No data Principal address changed, Change in registered agent information
20231376095 File Report 2023-04-03 2023-04-03 No data Principal address changed, Change in registered agent information
20228096787 Statement of Change Changing the Principal Office Address 2022-11-07 2022-11-07 No data Removed entity mailing address;Principal address changed;
20221281870 File Report 2022-03-21 2022-03-21 No data No data
20211253983 File Report 2021-03-16 2021-03-16 No data No data
20201277331 File Report 2020-03-25 2020-03-25 No data No data
20188020587 File Report 2018-12-24 2018-12-24 No data No data
20181017849 File Report 2018-01-05 2018-01-05 No data No data
20171186770 File Report 2017-03-06 2017-03-06 No data No data

Related by officers

Norvell E. Brasch

198 Union LLC CKT Trust Corporation

Related by address

5251 Dtc Pkwy Ste 825 Greenwood Village CO 80111 US

WADE ASH WOODS HILL & FARLEY, P.C. The Maddex Family Corporation LLC Wade Ash LLC Madd Star Ranch, LLC Just Is Necessary, LLC Noveau, LLC

Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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