PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BORTSTEIN LEGAL LLC
Sponsor portfolio

BORTSTEIN LEGAL LLC

EIN 80-0291030-law practice-Latest filing 2025
Plans
3
Retirement
3
$10.9M assets
Welfare
0
Participants
62
39 WALBROOKE RD - SCARSDALE, NY 10583646-240-4840blegalgroup.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$5.0M - 21 part#002401k-$3.7M - 22 part#003CashBalance-$2.1M - 19 part

Retirement portfolio analytics

3 plans aggregated / $10.9M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • 401(K) RETIREMENT PLAN (#001)46%
  • LLC HCE 401(K) (#002)34%
  • CASH BALANCE PLAN (#003)19%
Total $10.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC HCE 401(K) (#002)22
  • 401(K) RETIREMENT PLAN (#001)21
  • CASH BALANCE PLAN (#003)19
Total 62Click 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

BORTSTEIN LEGAL LLC 401(K) RETIREMENT PLAN

401k

Assets$5.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BORTSTEIN LEGAL LLC HCE 401(K) PLAN

401k

Assets$3.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BORTSTEIN LEGAL LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BORTSTEIN LEGAL LLC 401(K) RETIREMENT PLAN401k$5.0M212025
002BORTSTEIN LEGAL LLC HCE 401(K) PLAN401k$3.7M222025
003BORTSTEIN LEGAL LLC CASH BALANCE PLANCashBalance$2.1M192024
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