| Company Name: | FIDUCIARY WISE, LLC FBO TERMULO & ASSOCIATES PLLC |
| Employer identification number (EIN): | 474985276 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-04-30 | |||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| 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: 2025-04-30 | ||||||
| USA 401k Admin Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2025-04-08 | |||||
| Date last seen: 2025-04-08 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2009-01-01 | |||||
| Date last seen: 2025-04-30 | |||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2022-07-29 | ||||||
| Date last seen: 2022-07-29 | ||||||
| Date | Description |
|---|---|
| 2024-05-31 | 474985276 Change of name detected from FIDUCIARY WISE, LLC FBO TERMULO & ASSOCIATES PLLC to TERMULO & ASSOCIATES PLLC |
| 2024-05-31 | 474985276 Change of plan name detected from MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC to TERMULO & ASSOCIATES 401(K) PLAN for plan ID 334 |
| 2023-07-26 | 474985276 Change of name detected from TERMULO & ASSOCIATES PLLC to FIDUCIARY WISE, LLC FBO TERMULO & ASSOCIATES PLLC |
| 2023-07-26 | 474985276 Change of plan name detected from MAKES SENSE 401K PLAN TERMULO & ASSOCIATES PLLC to MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC for plan ID 334 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 334 | MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC | 2018-01-01 | 2018-10-01 |