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| Company Name: | FIDUCIARY WISE, LLC FBO WESTCHESTER MATRIMONIAL LLC |
| Employer identification number (EIN): | 453214736 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-08-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-10-03 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2024-02-06 | ||||||
| Date last seen: 2022-07-23 | ||||||
| Date | Description |
|---|---|
| 2023-07-21 | 453214736 Change of name detected from WESTCHESTER MATRIMONIAL LLC to FIDUCIARY WISE, LLC FBO WESTCHESTER MATRIMONIAL LLC |
| 2023-07-21 | 453214736 Change of plan name detected from ETF ADVISOR K MEP PLAN to ETF ADVISOR K MEP FIDUCIARY WISE LLC for plan ID 336 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 336 | ETF ADVISOR K MEP FIDUCIARY WISE LLC | 2015-01-01 | 2013-01-01 |
| 001 | ETF ADVISOR K MEP PLAN | 2014-01-01 | 2023-01-01 |
| 333 | ETF ADVISOR K MEP PLAN | 2013-01-01 | 2013-01-01 |
| 003 | WESTCHESTER MATRIMONIAL LLC PROFIT SHARING PLAN | 2023-01-01 | 2022-01-01 |
| 002 | WESTCHESTER MATRIMONIAL, LLC CASH BALANCE PLAN | 2023-01-01 | 2022-01-01 |
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