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  2. LEE DAO, INC.
Sponsor portfolio

LEE DAO, INC.

EIN 01-0765949-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
9265 E BASELINE RD - MESA, AZ 85209480-354-4030
Plans on this EIN
2 filings
#001CashBalance-$1.4M - 5 part#002401k-$601K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#001)70%
  • PROFIT SHARING PLAN (#002)30%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)9
  • CASH BALANCE PLAN (#001)5
Total 14Click 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

LEE EYECARE CENTER CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEE EYECARE CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$601K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEE EYECARE CENTER CASH BALANCE PLANCashBalance$1.4M52024
002LEE EYECARE CENTER 401(K) PROFIT SHARING PLAN401k$601K92024
Retirement plans
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