Company Name: | FICUIARY WISE, LLC FBO WHELCHEL PARTNERS INC. |
Employer identification number (EIN): | 272963168 |
NAIC Classification: | 531210 |
NAIC Description: | Offices of Real Estate Agents and Brokers |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | ||||||
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Date first seen: 2007-09-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2007-09-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Date | Description |
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2023-07-27 | 272963168 Change of name detected from WHELCHEL PARTNERS INC. to FICUIARY WISE, LLC FBO WHELCHEL PARTNERS INC. |
2023-07-27 | 272963168 Change of plan name detected from THE OPEN 401K MEP WHELCHEL PARTNERS, INC. to THE OPEN 401K MEP FIDUCIARY WISE, LLC for plan ID 338 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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003 | THE WEALTHY AND WISE 401K PLAN | 2015-01-01 | 2014-01-01 |
338 | THE OPEN 401K MEP FIDUCIARY WISE, LLC | 2020-01-01 | 2020-12-11 |
001 | WHELCHEL PARTNERS SPIN OFF | 2022-01-01 | 2022-08-19 |