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401k Sponsoring company profile

FIDUCIARY WISE, LLC FBO LOWCOUNTRY MONTESSORI SCHOOL, LP has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO LOWCOUNTRY MONTESSORI SCHOOL, LP
Employer identification number (EIN):463469661
NAIC Classification:611000

The following addresses have been detected on the 401k submissions:

USA Mailing Address
15 CELADON DROVE
BEAUFORT
SC
29907
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Location Address
15 CELADON DROVE
BEAUFORT
SC
29907
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Mailing Address
749 BROAD RIVER DR
Beaufort
SC
29906
Date first seen: 2011-01-01
Date last seen: 2024-06-30
USA Location Address
2487 S. GILBERT RD.
SUITE 106-454
GILBERT
AZ
85295
Date first seen: 2009-01-01
Date last seen: 2024-09-30

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2023-09-01463469661 Change of name detected from LOWCOUNTRY MONTESSORI SCHOOL, LP to FIDUCIARY WISE, LLC FBO LOWCOUNTRY MONTESSORI SCHOOL, LP
2023-09-01463469661 Change of plan name detected from ETF ADVISOR K MEP PLAN to ETF ADVISOR K MEP FIDUCIARY WISE, LLC for plan ID 336

FIDUCIARY WISE, LLC FBO LOWCOUNTRY MONTESSORI SCHOOL, LP 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
336ETF ADVISOR K MEP FIDUCIARY WISE, LLC2015-01-01 2016-04-05

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