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Company Name: | FIDUCIARY WISE, LLC FBO RIVERTREE ADVISORS |
Employer identification number (EIN): | 462310212 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-03-31 | |||||
USA Mailing Address | ||||||
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Date first seen: 2007-06-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2007-06-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2024-02-29 | ||||||
Date | Description |
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2023-07-25 | 462310212 Change of name detected from RIVERTREE ADVISORS to FIDUCIARY WISE, LLC FBO RIVERTREE ADVISORS |
2023-07-25 | 462310212 Change of plan name detected from MAKES SENSE 401K to MAKES SENSE 401K FIDUCIARY WISE, LLC for plan ID 334 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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334 | MAKES SENSE 401K FIDUCIARY WISE, LLC | 2015-01-01 | 2013-01-01 |