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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 | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-06-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-06-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| 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: 2009-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2024-07-10 | ||||||
| Date last seen: 2024-07-10 | ||||||
| Date | Description |
|---|---|
| 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 |
|---|---|---|---|
| 334 | MAKES SENSE 401K FIDUCIARY WISE, LLC | 2015-01-01 | 2013-01-01 |
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