Company Name: | FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC. |
Employer identification number (EIN): | 841074754 |
NAIC Classification: | 523900 |
Additional information about FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC.
Jurisdiction of Incorporation: | |
Incorporation Date: | |
Company Identification Number: |
More information about FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC.
The following addresses have been detected on the 401k submissions:
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-09-30 | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-09-30 | |||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2024-09-30 | ||||||
Date | Description |
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2023-07-25 | 841074754 Change of name detected from EGGERT FINANCIAL MANAGEMENT, INC. to FIDUCIARY WISE, LLC FBO EGGERT FINANCIAL MANAGEMENT, INC. |
2023-07-25 | 841074754 Change of plan name detected from MAKES SENSE 401K PLAN to MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC for plan ID 334 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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334 | MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC | 2015-01-01 | 2015-01-01 |