PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BIRKHOLZ & ASSOCIATES, LLC
Sponsor portfolio

BIRKHOLZ & ASSOCIATES, LLC

EIN 47-2623149-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
65
121 ST ANDREWS CT - MANKATO, MN 56001507-387-2100
Plans on this EIN
2 filings
#001401k-$1.1M - 36 part#002CashBalance-$758K - 29 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN AND TRUST (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)36
  • CASH BALANCE PLAN (#002)29
Total 65Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BIRKHOLZ LAW FIRM 401(K) PLAN AND TRUST

401k

Assets$1.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BIRKHOLZ LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$758K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BIRKHOLZ LAW FIRM 401(K) PLAN AND TRUST401k$1.1M362025
002BIRKHOLZ LAW FIRM CASH BALANCE PLANCashBalance$758K292024
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