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| Company Name: | FIDUCIARY WISE, LLC FBO THE ACCOUNTANT'S OFFICE, LLC |
| Employer identification number (EIN): | 861033653 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-07-01 | |||||
| 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: 2025-07-23 | ||||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2025-07-23 | ||||||
| Date last seen: 2025-07-23 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-07-01 | |||||
| Date last seen: 2025-06-30 | |||||
| USA 401k Admin Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2022-10-11 | ||||||
| Date last seen: 2022-10-11 | ||||||
| Date | Description |
|---|---|
| 2023-07-10 | 861033653 Change of name detected from THE ACCOUNTANT\'S OFFICE to FIDUCIARY WISE, LLC FBO THE ACCOUNTANT\'S OFFICE, LLC |
| 2023-07-10 | 861033653 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 |
|---|---|---|---|
| 335 | EMPLOYEE FIRST 401 K PLAN | 2015-01-01 | 2014-01-01 |
| 336 | ETF ADVISOR K MEP FIDUCIARY WISE, LLC | 2015-01-01 | 2014-01-01 |
| 006 | EMPLOYEE FIRST 401 K PLAN | 2014-01-01 | 2014-01-01 |
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