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  5. SBS Retirement Consultants, LLC

SBS Retirement Consultants, LLC

Contents

Company Details

Name: SBS Retirement Consultants, LLC
Jurisdiction: Alaska
Legal type: Limited Liability Company
Status: Good Standing
Date of registration: 09 Mar 2004 (21 years ago)
Entity Number: 85504D
ZIP code: 99709
County: Fairbanks North Star
Place of Formation: ALASKA
Address: 907 UNIVERSITY AVENUE, FAIRBANKS, AK 99709

Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Officers

Name Role
SHANNON STAIGER Member
SHAWN WIEGGAND Member
JORDAN HENDRY Member
BENJAMIN ROTH Member
CLF, Inc. Registered Agent

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
SBS RETIREMENT CONSULTANTS, LLC 401(K) PLAN 2023 611549031 2024-05-08 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2024-05-08
Name of individual signing SHANNON STAIGER
Role Employer/plan sponsor
Date 2024-05-08
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401(K) PLAN 2022 611549031 2023-05-09 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2023-05-09
Name of individual signing SHANNON STAIGER
Role Employer/plan sponsor
Date 2023-05-09
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2021 611549031 2022-09-19 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2020 611549031 2021-06-29 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2019 611549031 2020-07-02 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2018 611549031 2019-05-07 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2019-05-07
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2017 611549031 2018-07-11 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2018-07-11
Name of individual signing SHANNON STAIGER
Role Employer/plan sponsor
Date 2018-07-11
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2016 611549031 2017-07-05 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2015 611549031 2016-06-29 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing SHANNON STAIGER
SBS RETIREMENT CONSULTANTS, LLC 401K PLAN 2014 611549031 2015-10-09 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Sponsor SBS RETIREMENT CONSULTANTS, LLC
Business code 523900
Sponsor’s telephone number 9073740487
Plan sponsor’s address 907 UNIVERSITY AVENUE, FAIRBANKS, AK, 99709

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing SHANNON STAIGER

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: 10 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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