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| Company Name: | SAGESPRING WEALTH PARTNERS, LLC |
| Employer identification number (EIN): | 471471217 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2010-01-01 | ||||||
| Date last seen: 2025-12-03 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2008-01-01 | ||||||
| Date last seen: 2025-09-16 | ||||||
| USA Mailing Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-07-01 | ||||||
| Date last seen: 2025-12-03 | ||||||
| Date | Description |
|---|---|
| 2024-10-04 | 471471217 Change of name detected from SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC to SAGESPRING WEALTH PARTNERS, LLC |
| 2024-10-04 | 471471217 Change of plan name detected from SOUTHWESTERN INVESTMENT GROUP 401(K) PROFIT SHARING PLAN to SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 501 | SOUTHWESTERN INVESTMENT ADVISORY SERVICES DBA SOUTHWESTERN INVESTMENT GROUP EMPLOYEE BENEFITS PLAN | 2021-12-01 | 2021-12-01 |
| 001 | SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN | 2021-12-01 | 2021-12-01 |
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