 |
|
|
|
| Company Name: | FIDUCIARY WISE, LLC FBO INNOVATIVE WEALTH PLANNING, INC. |
| Employer identification number (EIN): | 463029069 |
| 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 Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2025-07-29 | ||||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2024-07-11 | ||||||
| Date last seen: 2025-07-29 | ||||||
| Date | Description |
|---|---|
| 2023-10-11 | 463029069 Change of name detected from INNOVATIVE WEALTH PLANNING to FIDUCIARY WISE, LLC FBO INNOVATIVE WEALTH PLANNING, INC. |
| 2023-10-11 | 463029069 Change of plan name detected from ETF ADVISOR K 401K MEP 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 | 2014-01-01 |
| 001 | ETF ADVISOR K 401K PLAN | 2014-01-01 | 2014-01-01 |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|