| Name: | Red Cedar Wealth Advisors, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 23 Dec 2020 (4 years ago) |
| Financial Date End: | 31 Dec 2025 |
| Entity Number: | 4106787 |
| Place of Formation: | IDAHO |
| File Number: | 739099 |
| ZIP code: | 83201 |
| County: | Bannock County |
| Principal Address: | 1414 E CENTER STREET POCATELLO, ID 83201 |
| Mailing Address: | 581 E 1445 N SHELLEY, ID 83274-4707 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RED CEDAR WEALTH ADVISORS 401(K) PLAN | 2023 | 843601788 | 2024-09-04 | RED CEDAR WEALTH ADVISORS | 9 | |||||||||||||||||||||
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| RED CEDAR WEALTH ADVISORS 401(K) PLAN | 2022 | 843601788 | 2023-06-09 | RED CEDAR WEALTH ADVISORS | 6 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2023-06-09 |
| Name of individual signing | TRENT YOST |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2089158400 |
| Plan sponsor’s address | 1414 E CENTER ST, POCATELLO, ID, 83201 |
| Name | Role | Address |
|---|---|---|
| TRENT A YOST | Agent | 581 E 1445 N, SHELLEY, ID 83274 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| John Koyle | Member | 12449 W KAIGAN RD, POCATELLO, ID 83202 | 2023-11-23 | 2024-03-14 |
| Jesse Ward | Member | 3166 LIMELIGHT LN, POCATELLO, ID 83204 | 2023-11-23 | 2024-03-14 |
| Trent Yost | Member | 581 E 1445 N, SHELLEY, ID 83274 | 2021-02-05 | No data |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005969441 | 2024-11-06 |
| Annual Report Amendment | 0005646957 | 2024-03-14 |
| Annual Report | 0005486558 | 2023-11-23 |
| Annual Report | 0004985526 | 2022-11-07 |
| Annual Report | 0004512786 | 2021-12-03 |
| Amendment to Certificate | 0004395862 | 2021-08-30 |
| Amendment to Certificate | 0004147868 | 2021-02-05 |
| Initial Filing | 0004106787 | 2020-12-23 |
Date of last update: 03 Jan 2025
Sources: Idaho Secretary of State
