Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURLINGTON & ROCKENBACH, P.A.
EIN 20-0716538law practiceLatest filing 2025
Plans
2
Retirement
2
$8.5M assets
Welfare
0
Participants
18
1601 FORUM PLACE, SUITE 600 - WEST PALM BEACH, FL 33401561-721-0400flappellatelaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 18 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
BURLINGTON & ROCKENBACH, P.A. 401(K) TRUST
401k
Assets$5.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BURLINGTON & ROCKENBACH, P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.2M
Participants8
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 | BURLINGTON & ROCKENBACH, P.A. 401(K) TRUST | 401k | $5.3M | 10 | 2025 | |
| 002 | BURLINGTON & ROCKENBACH, P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.2M | 8 | 2024 |
Retirement plans