Assets by plan
Share of aggregate retirement assets
84%top
Filings through .
Sponsor portfolio
James T. Borello & Co.
EIN 36-3688864investment managementLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
11
151 DUNDEE AVENUE - EAST DUNDEE, IL 60118847-426-0200jamestborello.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 11 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
JAMES T. BORELLO & CO. 401(K) PROFIT SHARING PLAN
401(k)
Assets$4.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006
JAMES T. BORELLO & CO. PENSION PLAN
Cash balance
Assets$917K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES T. BORELLO & CO. 401(K) PROFIT SHARING PLAN | 401(k) | $4.8M | 6 | 2025 | |
| 006 | JAMES T. BORELLO & CO. PENSION PLAN | Cash balance | $917K | 5 | 2025 |
Retirement plans