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  5. WISDOM TREE TECHNOLOGIES LLC

WISDOM TREE TECHNOLOGIES LLC

Company Details

Name: WISDOM TREE TECHNOLOGIES LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 11 Jan 2007 (18 years ago)
Organization Date: 11 Jan 2007 (18 years ago)
Last Annual Report: 21 May 2024 (8 months ago)
Managed By: Managers
Organization Number: 0654794
Industry: Engineering, Accounting, Research, Management & Related Services
Number of Employees: Small (0-19)
ZIP code: 42071
Primary County: Calloway
Principal Office: 926 N. 16TH STREET, MURRAY, KY 42071
Place of Formation: KENTUCKY

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
SGQRQYCNHSH1 2024-11-19 926 N 16TH ST, MURRAY, KY, 42071, 1552, USA 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA

Business Information
URL http://www.wttnae.com
Congressional District 01
State/Country of Incorporation KY, USA
Activation Date 2023-11-22
Initial Registration Date 2007-03-09
Entity Start Date 2012-06-29
Fiscal Year End Close Date Dec 12

Service Classifications
NAICS Codes 325412, 339113, 518210, 541211, 541330, 541511, 541512, 541513, 541519, 541611, 541612, 541690, 541930, 541990, 561110, 561210, 561320, 561421, 561422, 561499, 561611, 561920, 561990, 611420, 611430, 611710, 621112, 621330, 621399, 621512, 621999, 622110, 624190, 624230, 624310
Product and Service Codes B538, Q999, R423

Points of Contacts
Electronic Business
Title PRIMARY POC
Name SCOTT R. ALLEN
Role CEO/PRESIDENT
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Title ALTERNATE POC
Name SCOTT ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Government Business
Title PRIMARY POC
Name SCOTT R. ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Title ALTERNATE POC
Name SCOTT ALLEN
Address 926 NORTH 16TH STREET, MURRAY, KY, 42071, 1524, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2023 455599162 2024-02-07 WISDOM TREE TECHNOLOGIES, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2024-02-07
Name of individual signing SCOTT ALLEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2022 455599162 2023-12-27 WISDOM TREE TECHNOLOGIES 1
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2023-12-27
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2022 455599162 2023-03-08 WISDOM TREE TECHNOLOGIES, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2023-03-08
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2021 455599162 2022-12-29 WISDOM TREE TECHNOLOGIES 2
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES CBS BENEFIT PLAN 2020 455599162 2021-12-14 WISDOM TREE TECHNOLOGIES 2
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 541511
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 42071

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2018 455599162 2019-04-11 WISDOM TREE TECHNOLOGIES, INC. 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2019-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2017 455599162 2018-02-16 WISDOM TREE TECHNOLOGIES, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2018-02-16
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-02-16
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2016 455599162 2017-04-11 WISDOM TREE TECHNOLOGIES, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2017-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-11
Name of individual signing CINDY KNOOIHUIZEN
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2015 455599162 2016-04-21 WISDOM TREE TECHNOLOGIES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2016-04-21
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-21
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN 2014 455599162 2015-04-08 WISDOM TREE TECHNOLOGIES, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2015-04-08
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-08
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/18/20140718154531P040014817343001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2014-07-18
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-18
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/11/20130711130008P030292861139001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Signature of
Role Plan administrator
Date 2013-07-11
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-11
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/12/20120712102159P030001906146001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2011-03-01
Business code 541600
Sponsor’s telephone number 2707618733
Plan sponsor’s address 926 N 16TH ST, MURRAY, KY, 420711524

Plan administrator’s name and address
Administrator’s EIN 562634647
Plan administrator’s name WISDOM TREE TECHNOLOGIES, INC.
Plan administrator’s address 926 N 16TH ST, MURRAY, KY, 420711524
Administrator’s telephone number 2707618733

Signature of
Role Plan administrator
Date 2012-07-12
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-07-12
Name of individual signing CHRISTINA GODFREY
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role
SCOTT R. ALLEN Manager

Registered Agent

Name Role
SCOTT ALLEN Registered Agent

Incorporator

Name Role
SCOTT RANDALL ALLEN Incorporator

Organizer

Name Role
SCOTT R. ALLEN Organizer
GREGORY D. POE Organizer

Former Company Names

Name Action
WISDOM TREE TECHNOLOGIES INC. Type Conversion

Filings

Name File Date
Annual Report 2024-05-21
Annual Report 2023-03-17
Annual Report 2022-05-17
Annual Report 2021-09-03
Annual Report 2020-06-03
Annual Report 2019-05-01
Annual Report 2018-04-12
Annual Report 2017-05-15
Registered Agent name/address change 2016-02-25
Annual Report 2016-02-25

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
No data IDV N0017819D8842 2019-01-02 No data No data
Unique Award Key CONT_IDV_N0017819D8842_9700
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 10000000000.00

Description
Title SEAPORT-NXG
NAICS Code 541330: ENGINEERING SERVICES
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details
Recipient WISDOM TREE TECHNOLOGIES LLC
UEI SGQRQYCNHSH1
Recipient Address UNITED STATES, 926 N 16TH ST, MURRAY, CALLOWAY, KENTUCKY, 420711524

Related by officers

SCOTT R. ALLEN

Inla-iti Enterprises, LLC WISDOM TREE TECHNOLOGIES 2 INC.

SCOTT ALLEN

OMNI NATURAL RESOURCES, INC. RSA, INC. CARDINAL RESTAURANT, INC. TOTAL FLOORS, INC. ALLEN CONCRETE, INC. TRU-TAN SALON LLC Inla-iti Enterprises, LLC MOR INTERNATIONAL, LLC

SCOTT RANDALL ALLEN

S J & L OF KENTUCKY, INC. One Wise Phoenix LLC

Related by address

926 N. 16TH STREET, MURRAY, KY 42071

TERAHIVE, LLC

Date of last update: 11 Jan 2025

Sources: Kentucky Secretary of State

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