Original filing (PDF)20250507110509NAL0007793395001

Witten Advisors L.L.C

Name: Witten Advisors L.L.C — Witten Advisors, L.L.C., Form 5500 (2024)
Creator: Witten Advisors L.L.C
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Witten Advisors, L.L.C. Defined Benefit Plan

Defined-benefit pension plan · Witten Advisors L.L.C's Witten Advisors, L.L.C. Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Witten Advisors L.L.C's EIN is 75-2969206.

EIN 75-2969206

Plan number 001

Plan year 2024

ACK ID 20250507110509NAL0007793395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Witten Advisors L.L.C's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off