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WILLETT ADVISORS LLC

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

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Retirement#001

WILLETT ADVISORS LLC 401(K) PLAN

401k

Assets$28.0M
Participants84
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLETT ADVISORS LLC 401(K) PLAN401k$28.0M842025
Retirement plans
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