PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BORGELT, POWELL, PETERSON & FRAUEN, S.C.
Sponsor portfolio

BORGELT, POWELL, PETERSON & FRAUEN, S.C.

EIN 39-1233261-law practice-Latest filing 2025
Plans
1
Retirement
1
$25.0M assets
Welfare
0
Participants
65
1243 NORTH 10TH STREET, STE 300 - MILWAUKEE, WI 53205414-276-3600borgelt.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
1 filing
#002401k-$25.0M - 65 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#002

BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN

401k

Assets$25.0M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BORGELT, POWELL, PETERSON & FRAUEN, S.C. PROFIT SHARING PLAN401k$25.0M652025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica