Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WYATT INVESTMENT RESEARCH, LLC
EIN 41-2027167online mediaLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
24
65 RAILROAD STREET - RICHMOND, VT 05477802-448-8380wyattresearch.comLinkedIn11-50 employeesonline media
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WYATT INVESTMENT RESEARCH, LLC 401(K) RETIREMENT PLAN
401k
Assets$3.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WYATT INVESTMENT RESEARCH. LLC CASH BALANCE PLAN
CashBalance
Assets$242K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WYATT INVESTMENT RESEARCH, LLC 401(K) RETIREMENT PLAN | 401k | $3.1M | 15 | 2025 | |
| 002 | WYATT INVESTMENT RESEARCH. LLC CASH BALANCE PLAN | CashBalance | $242K | 9 | 2025 |
Retirement plans