How big is Willett Advisors LLC's plan?

Willett Advisors LLC's plan reported $22.0M in assets and 66 participants for 2024.

Original filing (PDF)20250718195248NAL0001174403001

Willett Advisors LLC

Name: Willett Advisors LLC — Willett Advisors LLC 401(k), Form 5500 (2024)
Creator: Willett Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willett Advisors LLC 401(k) Plan

401(k) retirement plan · Willett Advisors LLC's Willett Advisors LLC 401(k) Plan held $22.0M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

People on this filing

Lakisha Brown signed Willett Advisors LLC's 2024 Form 5500 as plan administrator.

Lakisha Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willett Advisors LLC's EIN is 30-0611462.

EIN 30-0611462

Plan number 001

Plan year 2024

ACK ID 20250718195248NAL0001174403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willett Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willett Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLETT ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score