Sponsor portfolio
WILMARTH & ASSOCIATES TRADE ADVI
EIN 06-1567070import and exportLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
3
30 TOWER LANE, SUITE130 - AVON, CT 06010860-651-8544wilmarth-associates.comLinkedIn1-10 employeesimport and export
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILMARTH ASSOCIATES TRADE ADVISORY SERVICES LLC 401(K) PRO | 401k | $1.5M | 3 | 2025 |
Retirement plans