Assets by plan
Share of aggregate retirement assets
Filings through .
Lee Dao, Inc.
EIN 01-0765949Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Health & Benefits
0
Participants
11
9265 E BASELINE RD - MESA, AZ 85209480-354-4030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LEE EYECARE CENTER CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LEE EYECARE CENTER 401(K) PROFIT SHARING PLAN
401(k)
Assets$776K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEE EYECARE CENTER CASH BALANCE PLAN | Cash balance | $1.6M | 4 | 2025 |
| #002 | LEE EYECARE CENTER 401(K) PROFIT SHARING PLAN | 401(k) | $776K | 7 | 2025 |
- #001 · Cash balance · 20254
- #002 · 401(k) · 20257
Retirement plans