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Sponsor portfolio

BORTON PETRINI, LLP

EIN 95-2024819-law practice-Latest filing 2025
Plans
2
Retirement
2
$14.4M assets
Welfare
0
Participants
157
PO BOX 2026 - BAKERSFIELD, CA 93303661-322-3051bortonpetrini.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#020401k-$7.3M - 91 part#021401k-$7.1M - 66 part

Retirement portfolio analytics

2 plans aggregated / $14.4M assets / 157 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • & RETIREMENT PLAN (#020)51%
  • RETIREMENT PLAN II (#021)49%
Total $14.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#020)91
  • RETIREMENT PLAN II (#021)66
Total 157Click 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#020

BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN

401k

Assets$7.3M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#021

BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II

401k

Assets$7.1M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
020BORTON PETRINI, LLP 401(K) SAVINGS & RETIREMENT PLAN401k$7.3M912025
021BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II401k$7.1M662025
Retirement plans
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