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  2. Willett Advisors LLC

Filings through Oct 24, 2026.

Willett Advisors LLC

EIN 30-0611462-investment banking-Latest filing 2025
Plans
1
Retirement
1
$28.0M assets
Health & Benefits
0
Participants
84
650 MADISON AVENUE, 16TH FLOOR - NEW YORK, NY 10022646-415-6531willettadvisors.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$28.0M - 84 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WILLETT ADVISORS LLC 401(K) PLAN

401(k)

Assets$28.0M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILLETT ADVISORS LLC 401(K) PLAN401(k)$28.0M842025
  • WILLETT ADVISORS LLC 401(K) PLAN$28.0M
    #001 · 401(k) · 202584
Retirement plans
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