Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETRILLO KLEIN & BOXER LLP
EIN 27-1664542legal servicesLatest filing 2024
Plans
3
Retirement
3
$8.7M assets
Welfare
0
Participants
36
655 THIRD AVENUE, 22ND FLOOR - NEW YORK, NY 10017212-370-0330pkbllp.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $8.7M assets / 36 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#002
PETRILLO KLEIN BOXER LLP CASH BALANCE PLAN
CashBalance
Assets$4.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PETRILLO KLEIN BOXER LLP 401(K) PLAN
401k
Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN
401k
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PETRILLO KLEIN BOXER LLP CASH BALANCE PLAN | CashBalance | $4.9M | 11 | 2024 | |
| 001 | PETRILLO KLEIN BOXER LLP 401(K) PLAN | 401k | $2.7M | 8 | 2024 | |
| 003 | PETRILLO KLEIN & BOXER LLP ASSOCIATES 401(K) PLAN | 401k | $1.1M | 17 | 2024 |
Retirement plans