Company Name: | HERMAN WEALTH MANAGEMENT INC. (HWM) DBA WIEDEMAN FINANCIAL SERVICES (W |
Employer identification number (EIN): | 475481715 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2009-01-01 | |||||
Date last seen: 2024-06-17 | |||||
Date | Description |
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2022-02-24 | 475481715 Change of name detected from WIEDEMAN FINANCIAL ADVISORS DBA WFS to HERMAN WEALTH MANAGEMENT INC. (HWM) DBA WIEDEMAN FINANCIAL SERVICES (W |
2022-02-24 | 475481715 Change of plan name detected from WIEDEMAN FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN to HERMAN WEALTH MANAGEMENT INC. 401(K) PROFIT SHARING PLAN for plan ID 001 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | HERMAN WEALTH MANAGEMENT INC. 401(K) PROFIT SHARING PLAN | 2017-01-01 | 2007-01-01 |