Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOREN, OSHER & LUFTMAN, LLP
EIN 59-3840689Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
34
222 N. PACIFIC COAST HIGHWAY, SUITE 2222 - EL SEGUNDO, CA 90245310-322-2220
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 34 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
BOREN, OSHER & LUFTMAN, LLP RETIREMENT PLAN
401k
Assets$5.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOREN, OSHER & LUFTMAN, LLP CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants16
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 | BOREN, OSHER & LUFTMAN, LLP RETIREMENT PLAN | 401k | $5.1M | 18 | 2024 | |
| 002 | BOREN, OSHER & LUFTMAN, LLP CASH BALANCE PLAN | CashBalance | $3.6M | 16 | 2024 |
Retirement plans