PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BURKE, WILLIAMS & SORENSEN, LLP
Sponsor portfolio

BURKE, WILLIAMS & SORENSEN, LLP

EIN 95-1705973-law practice-Latest filing 2025
Plans
4
Retirement
4
$94.1M assets
Welfare
0
Participants
435
444 SOUTH FLOWER STREET, 40TH FLOOR - LOS ANGELES, CA 90071213-236-0600bwslaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$47.9M - 147 part#004401k-$39.0M - 203 part#001TraditionalDB-$5.5M - 47 part#003TraditionalDB-$1.8M - 38 part

Retirement portfolio analytics

4 plans aggregated / $94.1M assets / 435 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PROFIT SHARING PLAN (#002)51%
  • PROFIT SHARING PLAN (#004)41%
  • DEFINED BENEFIT PENSION (#001)6%
  • DEFINED BENEFIT PENSION (#003)2%
Total $94.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)203
  • PROFIT SHARING PLAN (#002)147
  • DEFINED BENEFIT PENSION (#001)47
  • DEFINED BENEFIT PENSION (#003)38
Total 435Click 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#002

BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$47.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN

401k

Assets$39.0M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BURKE WILLIAMS & SORENSEN LLP DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$5.5M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.8M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002BURKE, WILLIAMS & SORENSEN, LLP 401(K) PROFIT SHARING PLAN401k$47.9M1472024
004BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 401(K) PROFIT SHARING PLAN401k$39.0M2032024
001BURKE WILLIAMS & SORENSEN LLP DEFINED BENEFIT PENSION PLANTraditionalDB$5.5M472025
003BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLANTraditionalDB$1.8M382025
Retirement plans
Welfare 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