Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YJ LEE GASTROENTEROLOGY PC
EIN 11-3789062medical practiceLatest filing 2024
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
14
3400 MCCLURE BRIDGE RD SUITE B201 - DULUTH, GA 30096678-473-1445LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
YJ LEE GASTROENTEROLOGY PC CASH BALANCE PLAN
CashBalance
Assets$450K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YJ LEE GASTROENTEROLOGY 401(K) PLAN
401k
Assets$354K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | YJ LEE GASTROENTEROLOGY PC CASH BALANCE PLAN | CashBalance | $450K | 5 | 2024 | |
| 002 | YJ LEE GASTROENTEROLOGY 401(K) PLAN | 401k | $354K | 9 | 2024 |
Retirement plans