| PLANTOOLS PLANTOOLS, LLC
76310643 10 Sep 2001 | on 06 Oct 2023 | Administration of employee benefit and investment-based plans, namely,... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products PLAN TOOLS Class 036 Class 036 Insurance & Financial Services Administration of employee benefit and investment-based plans, namely, 401(k), stock options, profit sharing, pension and deferred compensation plans; investment consulting in the field of employee benefit and investment-based plans, namely, 401(k), stock options, profit sharing, pension and deferred compensation plans | | | FRA PLANTOOLS PlanTools, LLC
86773819 30 Sep 2015 | on 30 Dec 2022 | Software as a service, namely, providing web-based technology solution... Class 042 Class 042 Computer & Software Services & Scientific Services The mark consists of a stylized "F FRA PLANTOOLS" with a design comprised of five shaded rectangles arranged in a brick-pattern, with the three left rectangles resembling the shape of the letter "F", to the left. | | | FRA PLANTOOLS PlanTools, LLC
86770305 28 Sep 2015 | on 21 Oct 2022 | Software as a service, namely, providing web-based technology solution... Class 042 Class 042 Computer & Software Services & Scientific Services FIDUCIARY RISK ASSESSMENT PLAN TOOLS | | | CLIENT RESOURCE CENTER PlanTools, LLC
86770297 28 Sep 2015 | on 21 Oct 2022 | Software as a service, namely, providing web-based technology solution... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to access white papers, statutes, regulations, advisory opinions, field assistance bulletins, and other compliance document in the field of retirement planning, and which provides real-time browser-based dashboard displays of news-based retirement planning information, user-generated financial reports, and links to provide access to a client's stored financial and retirement plan documents; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans | | | ERISA ADVISOR EVALUATOR PlanTools, LLC
86770301 28 Sep 2015 | on 06 Sep 2016 | Software as a service, namely, providing web-based technology solution... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software that enables users to search for qualified investment advisors and assess the advisor's qualifications, obtain fee estimates for specific advisory services, and document the process of selecting an investment advisor to comply with a fiduciary's statutory-based compliance obligations; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans | | | DOCUMENT LOCKBOX PlanTools, LLC
86770002 28 Sep 2015 | on 06 Sep 2016 | Software as a service, namely, providing web-based technology solution... Class 042 Class 042 Computer & Software Services & Scientific Services Software as a service, namely, providing web-based technology solutions in the nature of non-downloadable software for storing all retirement planning documents in a centralized secure location; Developing customized software in the field of fiduciary risk management retirement planning designed to support the investment management and compliance obligations of any self-regulating, industry or government organization for individual investors, endowments, foundations and all manner of retirement plans | | | PROFITOOLS PLANTOOLS, LLC
76320128 02 Oct 2001 | on 17 Jul 2010 | Administration of employee benefit and investment-based plans, namely,... Class 036 Class 036 Insurance & Financial Services PROFIT TOOLS | | | DBTOOLS PlanTools, LLC
76612156 15 Sep 2004 | on 20 Jun 2006 | Computer software programs for use in data aggregation and information... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software programs for use in data aggregation and information reporting in the field of corporate retirement plans,defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles Class 036 Class 036 Insurance & Financial Services Investment advisory and consulting services in the field of corporate retirement plans, defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles | | | 401KTOOLS PlanTools, LLC
76612188 15 Sep 2004 | on 09 Dec 2005 | Computer software and programs associated with data aggregation and in... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products 401K TOOLS Class 036 Class 036 Insurance & Financial Services Computer software and programs associated with data aggregation and information reporting relative to corporate retirement plans, defined benefit plans, deferred compensation packages and other forms of retirement savings vehicles | |