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  5. Crestline Advisory Group, LLC

Crestline Advisory Group, LLC

Company Details

Name: Crestline Advisory Group, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 28 Nov 2017 (7 years ago)
Entity Number: 20171887881
ZIP code: 80230
County: Denver County
Place of Formation: COLORADO
Mailing Address: 700 N Colorado Blvd #686 Denver CO 80206 US
Principal Address: 7990 E 6th Ave Denver CO 80230 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2023 823546196 2024-05-30 CRESTLINE ADVISORY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Signature of
Role Plan administrator
Date 2024-05-30
Name of individual signing DAN VANEK
Valid signature Filed with authorized/valid electronic signature
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2022 823546196 2023-04-28 CRESTLINE ADVISORY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Plan administrator’s name and address
Administrator’s EIN 823546196
Plan administrator’s name CRESTLINE ADVISORY GROUP LLC
Plan administrator’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206
Administrator’s telephone number 7202261203

Signature of
Role Plan administrator
Date 2023-04-28
Name of individual signing DANIEL VANEK
Valid signature Filed with authorized/valid electronic signature
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2021 823546196 2022-02-27 CRESTLINE ADVISORY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Plan administrator’s name and address
Administrator’s EIN 823546196
Plan administrator’s name CRESTLINE ADVISORY GROUP LLC
Plan administrator’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206
Administrator’s telephone number 7202261203

Signature of
Role Plan administrator
Date 2022-02-27
Name of individual signing DANIEL VANEK
Valid signature Filed with authorized/valid electronic signature
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2020 823546196 2021-05-17 CRESTLINE ADVISORY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Plan administrator’s name and address
Administrator’s EIN 823546196
Plan administrator’s name CRESTLINE ADVISORY GROUP LLC
Plan administrator’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206
Administrator’s telephone number 7202261203

Signature of
Role Plan administrator
Date 2021-05-17
Name of individual signing DANIEL VANEK
Valid signature Filed with authorized/valid electronic signature
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2019 823546196 2020-05-01 CRESTLINE ADVISORY GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Plan administrator’s name and address
Administrator’s EIN 823546196
Plan administrator’s name CRESTLINE ADVISORY GROUP LLC
Plan administrator’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206
Administrator’s telephone number 7202261203

Signature of
Role Plan administrator
Date 2020-05-01
Name of individual signing DANIEL VANEK
Valid signature Filed with authorized/valid electronic signature
CRESTLINE ADVISORY GROUP LLC 401(K) P/S PLAN 2018 823546196 2019-05-14 CRESTLINE ADVISORY GROUP LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 7202261203
Plan sponsor’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206

Plan administrator’s name and address
Administrator’s EIN 823546196
Plan administrator’s name CRESTLINE ADVISORY GROUP LLC
Plan administrator’s address 700 COLORADO BLVD STE 686, DENVER, CO, 80206
Administrator’s telephone number 7202261203

Signature of
Role Plan administrator
Date 2019-05-14
Name of individual signing DANIEL VANEK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Daniel Vanek Agent 7990 E 6th Ave Denver CO 80230 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20248162994 File Report 2024-10-29 2024-10-29 No data Principal address changed, Change in registered agent information
20238132687 File Report 2023-10-25 2023-10-25 No data Principal address changed, Change in registered agent information
20228044730 File Report 2022-10-24 2022-10-24 No data Principal address changed, Change in registered agent information
20218010133 File Report 2021-10-24 2021-10-24 No data No data
20201774513 File Report 2020-09-04 2020-09-04 No data No data
20201077745 File Report 2020-01-24 2020-01-24 No data No data
20181831926 File Report 2018-10-23 2018-10-23 No data No data
20171887881 Form a Limited Liability Company (LLC) 2017-11-28 2017-11-28 Crestline Advisory Group, LLC No data

Related by officers

No related officers

Related by address

7990 E 6th Ave Denver CO 80230 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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