Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOHNE LAW GROUP
EIN 68-0323852law practiceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
19
1350 TREAT BLVD., SUITE 410 - WALNUT CREEK, CA 94597925-926-0300bohnelawgroup.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 19 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
BOHNE LAW GROUP 401K PLAN AND TRUST
401k
Assets$2.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BOHNE LAW GROUP RETIREMENT PLAN
CashBalance
Assets$624K
Participants7
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 | BOHNE LAW GROUP 401K PLAN AND TRUST | 401k | $2.6M | 12 | 2025 | |
| 002 | BOHNE LAW GROUP RETIREMENT PLAN | CashBalance | $624K | 7 | 2024 |
Retirement plans