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| Company Name: | FIDUCIARY WISE, LLC FBO FLAHERTY FINANCIAL GROUP |
| Employer identification number (EIN): | 880515852 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-10-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| 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: 2024-07-16 | ||||||
| Date last seen: 2024-07-16 | ||||||
| Date | Description |
|---|---|
| 2023-07-26 | 880515852 Change of name detected from FLAHERTY FINANCIAL GROUP to FIDUCIARY WISE, LLC FBO FLAHERTY FINANCIAL GROUP |
| 2023-07-26 | 880515852 Change of plan name detected from MAKE SENSE 401K FLAHERTY FINANCIAL GROUP 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 | 2017-01-01 | 2016-01-01 |
| 338 | THE OPEN 401K MEP FIDUCIARY WISE, LLC | 2022-01-01 | 2022-01-01 |
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