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| Company Name: | FIDUCIARY WISE, LLC FBO CLINARD FINANCIAL, LLC |
| Employer identification number (EIN): | 811382554 |
| 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: 2024-09-30 | ||||||
| USA Location Address | ||||||
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2024-09-30 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2009-01-01 | ||||||
| Date last seen: 2024-09-30 | ||||||
| Date | Description |
|---|---|
| 2023-07-24 | 811382554 Change of name detected from CLINARD FINANCIAL, LLC to FIDUCIARY WISE, LLC FBO CLINARD FINANCIAL, LLC |
| 2023-07-24 | 811382554 Change of plan name detected from MAKE SENSE 401K to MAKE SENSE 401K FIDUCIARY WISE, LLC for plan ID 334 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 334 | MAKE SENSE 401K FIDUCIARY WISE, LLC | 2016-01-01 | 2016-01-01 |
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